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MEANS INVESTMENT CO., INC.: MDY position timeline

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

MEANS INVESTMENT CO., INC. held 7,308 MDY 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 7,308 shares
    Change vs previous 13F +1,940 shares

    0.39% of the 13F portfolio, value $5,139,874.

    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 5,368 shares
    Change vs previous 13F -200 shares

    0.29% of the 13F portfolio, value $3,310,887.

    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 5,568 shares
    Change vs previous 13F -387 shares

    0.28% of the 13F portfolio, value $3,359,046.

    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 5,955 shares
    Change vs previous 13F -8,454 shares

    0.31% of the 13F portfolio, value $3,549,497.

    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 14,409 shares
    Change vs previous 13F -267 shares

    0.77% of the 13F portfolio, value $8,162,616.

    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 14,676 shares
    Change vs previous 13F +208 shares

    0.83% of the 13F portfolio, value $7,829,537.

    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 14,468 shares
    Change vs previous 13F -49 shares

    0.86% of the 13F portfolio, value $8,240,613.

    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 14,517 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $8,269,477.

    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).