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Disclosery

HEADINVEST, LLC: VYM position timeline

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

HEADINVEST, LLC held 102,583 VYM 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 102,583 shares
    Change vs previous 13F +210 shares

    3.02% of the 13F portfolio, value $16,211,191.

    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 102,373 shares
    Change vs previous 13F +367 shares

    3.11% of the 13F portfolio, value $15,161,441.

    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 102,006 shares
    Change vs previous 13F +523 shares

    2.91% of the 13F portfolio, value $14,639,901.

    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 101,483 shares
    Change vs previous 13F -1,825 shares

    2.96% of the 13F portfolio, value $14,304,029.

    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 103,308 shares
    Change vs previous 13F -7,472 shares

    2.93% of the 13F portfolio, value $13,771,989.

    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 110,780 shares
    Change vs previous 13F +274 shares

    2.78% of the 13F portfolio, value $14,286,189.

    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 110,506 shares
    Change vs previous 13F -1,753 shares

    2.66% of the 13F portfolio, value $14,099,461.

    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 112,259 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $14,391,604.

    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).