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Disclosery

HEADINVEST, LLC: VTIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEADINVEST, LLC on VTIP, newest first. How the timeline and the estimate are built.

HEADINVEST, LLC held 45,436 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,436 shares
    Change vs previous 13F +220 shares

    0.43% of the 13F portfolio, value $2,282,250.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,216 shares
    Change vs previous 13F -344 shares

    0.46% of the 13F portfolio, value $2,258,539.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,560 shares
    Change vs previous 13F +3,708 shares

    0.45% of the 13F portfolio, value $2,253,398.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,852 shares
    Change vs previous 13F +3,205 shares

    0.44% of the 13F portfolio, value $2,118,967.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,647 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,942,785.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,647 shares
    Change vs previous 13F +1,129 shares

    0.37% of the 13F portfolio, value $1,928,485.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,518 shares
    Change vs previous 13F +11,781 shares

    0.34% of the 13F portfolio, value $1,816,622.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,737 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,269,091.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).