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MEANS INVESTMENT CO., INC.: VOO position timeline

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

MEANS INVESTMENT CO., INC. held 344,538 VOO 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 344,538 shares
    Change vs previous 13F +1,668 shares

    17.88% of the 13F portfolio, value $236,632,331.

    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 342,870 shares
    Change vs previous 13F +7,284 shares

    17.89% of the 13F portfolio, value $204,882,077.

    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 335,586 shares
    Change vs previous 13F +22,314 shares

    17.73% of the 13F portfolio, value $210,455,999.

    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 313,272 shares
    Change vs previous 13F +9,299 shares

    16.6% of the 13F portfolio, value $191,841,382.

    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 303,973 shares
    Change vs previous 13F +9,473 shares

    16.36% of the 13F portfolio, value $172,666,001.

    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 294,500 shares
    Change vs previous 13F +154,659 shares

    16.07% of the 13F portfolio, value $151,346,348.

    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 139,841 shares
    Change vs previous 13F +11,152 shares

    7.84% of the 13F portfolio, value $75,347,610.

    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 128,689 shares
    Change vs previous 13F not available

    7.54% of the 13F portfolio, value $67,905,158.

    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).