Skip to content
Disclosery

MEANS INVESTMENT CO., INC.: SCHW position timeline

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

MEANS INVESTMENT CO., INC. held 38,433 SCHW 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 38,433 shares
    Change vs previous 13F -1,504 shares

    0.27% of the 13F portfolio, value $3,546,171.

    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 39,937 shares
    Change vs previous 13F -460 shares

    0.33% of the 13F portfolio, value $3,753,288.

    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 40,397 shares
    Change vs previous 13F -1,924 shares

    0.34% of the 13F portfolio, value $4,036,020.

    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 42,321 shares
    Change vs previous 13F -2,553 shares

    0.35% of the 13F portfolio, value $4,040,414.

    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 44,874 shares
    Change vs previous 13F -2,084 shares

    0.39% of the 13F portfolio, value $4,094,341.

    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 46,958 shares
    Change vs previous 13F -60,801 shares

    0.39% of the 13F portfolio, value $3,675,849.

    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 107,759 shares
    Change vs previous 13F -312 shares

    0.83% of the 13F portfolio, value $7,975,256.

    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 108,071 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $7,004,111.

    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).