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MEANS INVESTMENT CO., INC.: VYM position timeline

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

MEANS INVESTMENT CO., INC. held 37,728 VYM 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 37,728 shares
    Change vs previous 13F +169 shares

    0.45% of the 13F portfolio, value $5,962,210.

    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 37,559 shares
    Change vs previous 13F -1,013 shares

    0.49% of the 13F portfolio, value $5,562,535.

    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 38,572 shares
    Change vs previous 13F -435 shares

    0.47% of the 13F portfolio, value $5,535,869.

    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 39,007 shares
    Change vs previous 13F -4,950 shares

    0.48% of the 13F portfolio, value $5,498,099.

    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 43,957 shares
    Change vs previous 13F -1,963 shares

    0.56% of the 13F portfolio, value $5,859,893.

    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 45,920 shares
    Change vs previous 13F -17,697 shares

    0.63% of the 13F portfolio, value $5,921,864.

    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 63,617 shares
    Change vs previous 13F -1,043 shares

    0.84% of the 13F portfolio, value $8,116,839.

    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 64,660 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $8,289,386.

    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).