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MEANS INVESTMENT CO., INC.: AVUV position timeline

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

MEANS INVESTMENT CO., INC. held 385,249 AVUV 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 385,249 shares
    Change vs previous 13F -8,780 shares

    3.63% of the 13F portfolio, value $48,063,634.

    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 394,029 shares
    Change vs previous 13F -2,575 shares

    3.8% of the 13F portfolio, value $43,528,374.

    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 396,604 shares
    Change vs previous 13F +8,152 shares

    3.41% of the 13F portfolio, value $40,445,701.

    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 388,452 shares
    Change vs previous 13F +28,194 shares

    3.35% of the 13F portfolio, value $38,662,666.

    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 360,258 shares
    Change vs previous 13F +12,657 shares

    3.11% of the 13F portfolio, value $32,819,516.

    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 347,601 shares
    Change vs previous 13F +207,756 shares

    3.22% of the 13F portfolio, value $30,300,356.

    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 139,845 shares
    Change vs previous 13F +25,100 shares

    1.41% of the 13F portfolio, value $13,499,277.

    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 114,745 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $11,009,830.

    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).