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Disclosery

HEADINVEST, LLC: WAT position timeline

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

HEADINVEST, LLC held 16,932 WAT 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 16,932 shares
    Change vs previous 13F -38 shares

    1.18% of the 13F portfolio, value $6,350,177.

    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 16,970 shares
    Change vs previous 13F -374 shares

    1.04% of the 13F portfolio, value $5,053,666.

    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 17,344 shares
    Change vs previous 13F -171 shares

    1.31% of the 13F portfolio, value $6,587,772.

    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 17,515 shares
    Change vs previous 13F -258 shares

    1.09% of the 13F portfolio, value $5,251,172.

    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 17,773 shares
    Change vs previous 13F -2,825 shares

    1.32% of the 13F portfolio, value $6,203,488.

    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 20,598 shares
    Change vs previous 13F -469 shares

    1.48% of the 13F portfolio, value $7,591,805.

    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 21,067 shares
    Change vs previous 13F -600 shares

    1.47% of the 13F portfolio, value $7,815,436.

    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 21,667 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $7,797,737.

    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).