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MEANS INVESTMENT CO., INC.: IBB position timeline

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

MEANS INVESTMENT CO., INC. held 5,364 IBB 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 5,364 shares
    Change vs previous 13F -224 shares

    0.08% of the 13F portfolio, value $1,020,202.

    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 5,588 shares
    Change vs previous 13F -166 shares

    0.08% of the 13F portfolio, value $943,583.

    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 5,754 shares
    Change vs previous 13F -323 shares

    0.08% of the 13F portfolio, value $971,183.

    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 6,077 shares
    Change vs previous 13F -506 shares

    0.08% of the 13F portfolio, value $877,368.

    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 6,583 shares
    Change vs previous 13F -2,740 shares

    0.08% of the 13F portfolio, value $832,813.

    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 9,323 shares
    Change vs previous 13F -997 shares

    0.13% of the 13F portfolio, value $1,192,412.

    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 10,320 shares
    Change vs previous 13F +914 shares

    0.14% of the 13F portfolio, value $1,364,376.

    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 9,406 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,369,561.

    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).