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MEANS INVESTMENT CO., INC.: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MEANS INVESTMENT CO., INC. on AVGO, newest first. How the timeline and the estimate are built.

MEANS INVESTMENT CO., INC. held 28,554 AVGO 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 28,554 shares
    Change vs previous 13F +2,194 shares

    0.82% of the 13F portfolio, value $10,786,289.

    13F-HR 0000701516-26-000004 filed by MEANS INVESTMENT CO., INC.
    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 26,360 shares
    Change vs previous 13F +590 shares

    0.71% of the 13F portfolio, value $8,158,665.

    13F-HR 0000701516-26-000002 filed by MEANS INVESTMENT CO., INC.
    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 25,770 shares
    Change vs previous 13F +1,532 shares

    0.75% of the 13F portfolio, value $8,918,979.

    13F-HR 0000701516-26-000001 filed by MEANS INVESTMENT CO., INC.
    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 24,238 shares
    Change vs previous 13F +3,683 shares

    0.69% of the 13F portfolio, value $7,996,442.

    13F-HR 0000701516-25-000007 filed by MEANS INVESTMENT CO., INC.
    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 20,555 shares
    Change vs previous 13F +3,194 shares

    0.54% of the 13F portfolio, value $5,666,084.

    13F-HR 0000701516-25-000006 filed by MEANS INVESTMENT CO., INC.
    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 17,361 shares
    Change vs previous 13F +10,351 shares

    0.31% of the 13F portfolio, value $2,906,695.

    13F-HR 0000701516-25-000002 filed by MEANS INVESTMENT CO., INC.
    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 7,010 shares
    Change vs previous 13F +866 shares

    0.17% of the 13F portfolio, value $1,625,295.

    13F-HR 0000701516-25-000001 filed by MEANS INVESTMENT CO., INC.
    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 6,144 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,059,868.

    13F-HR 0000701516-24-000005 filed by MEANS INVESTMENT CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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