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Disclosery

HEADINVEST, LLC: XLF position timeline

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

HEADINVEST, LLC held 16,658 XLF 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 16,658 shares
    Change vs previous 13F -11 shares

    0.17% of the 13F portfolio, value $893,035.

    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 16,669 shares
    Change vs previous 13F +270 shares

    0.17% of the 13F portfolio, value $822,949.

    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 16,399 shares
    Change vs previous 13F -515 shares

    0.18% of the 13F portfolio, value $898,173.

    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 16,914 shares
    Change vs previous 13F -188 shares

    0.19% of the 13F portfolio, value $911,157.

    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 17,102 shares
    Change vs previous 13F -885 shares

    0.19% of the 13F portfolio, value $895,632.

    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 17,987 shares
    Change vs previous 13F -100 shares

    0.17% of the 13F portfolio, value $895,932.

    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 18,087 shares
    Change vs previous 13F -1,200 shares

    0.16% of the 13F portfolio, value $874,145.

    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 19,287 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $874,087.

    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).