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MEANS INVESTMENT CO., INC.: WMT position timeline

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

MEANS INVESTMENT CO., INC. held 44,125 WMT 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 44,125 shares
    Change vs previous 13F -498 shares

    0.38% of the 13F portfolio, value $4,997,616.

    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 44,623 shares
    Change vs previous 13F -2,720 shares

    0.48% of the 13F portfolio, value $5,545,776.

    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 47,343 shares
    Change vs previous 13F -543 shares

    0.44% of the 13F portfolio, value $5,274,495.

    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 47,886 shares
    Change vs previous 13F -4,013 shares

    0.43% of the 13F portfolio, value $4,935,141.

    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 51,899 shares
    Change vs previous 13F +33 shares

    0.48% of the 13F portfolio, value $5,074,702.

    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 51,866 shares
    Change vs previous 13F -17,496 shares

    0.48% of the 13F portfolio, value $4,553,326.

    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 69,362 shares
    Change vs previous 13F -468 shares

    0.65% of the 13F portfolio, value $6,266,848.

    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 69,830 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,638,751.

    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).