MEANS INVESTMENT CO., INC.: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MEANS INVESTMENT CO., INC. on MO, newest first. How the timeline and the estimate are built.
MEANS INVESTMENT CO., INC. held 26,781 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 26,781 sharesChange vs previous 13F +21 shares
0.15% of the 13F portfolio, value $1,926,900.
13F-HR 0000701516-26-000004 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,760 sharesChange vs previous 13F -2 shares
0.15% of the 13F portfolio, value $1,765,913.
13F-HR 0000701516-26-000002 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,762 sharesChange vs previous 13F -243 shares
0.13% of the 13F portfolio, value $1,543,112.
13F-HR 0000701516-26-000001 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,005 sharesChange vs previous 13F +47 shares
0.15% of the 13F portfolio, value $1,783,970.
13F-HR 0000701516-25-000007 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,958 sharesChange vs previous 13F -195 shares
0.15% of the 13F portfolio, value $1,580,540.
13F-HR 0000701516-25-000006 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,153 sharesChange vs previous 13F -2,348 shares
0.17% of the 13F portfolio, value $1,629,708.
13F-HR 0000701516-25-000002 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,501 sharesChange vs previous 13F -263 shares
0.16% of the 13F portfolio, value $1,542,597.
13F-HR 0000701516-25-000001 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,764 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $1,519,156.
13F-HR 0000701516-24-000005 filed by MEANS INVESTMENT CO., INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).