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MEANS INVESTMENT CO., INC.: PDI position timeline

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

MEANS INVESTMENT CO., INC. held 107,978 PDI 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 107,978 shares
    Change vs previous 13F -11,261 shares

    0.14% of the 13F portfolio, value $1,803,238.

    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 119,239 shares
    Change vs previous 13F -12,213 shares

    0.18% of the 13F portfolio, value $2,040,175.

    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 131,452 shares
    Change vs previous 13F +1,860 shares

    0.2% of the 13F portfolio, value $2,328,024.

    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 129,592 shares
    Change vs previous 13F -14,009 shares

    0.22% of the 13F portfolio, value $2,565,931.

    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 143,601 shares
    Change vs previous 13F +382 shares

    0.26% of the 13F portfolio, value $2,724,117.

    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 143,219 shares
    Change vs previous 13F -72,637 shares

    0.3% of the 13F portfolio, value $2,835,732.

    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 215,856 shares
    Change vs previous 13F +15,193 shares

    0.41% of the 13F portfolio, value $3,958,791.

    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 200,663 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,067,442.

    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).