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MEANS INVESTMENT CO., INC.: XLG position timeline

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

MEANS INVESTMENT CO., INC. held 1,624,685 XLG 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 1,624,685 shares
    Change vs previous 13F +60,355 shares

    7.52% of the 13F portfolio, value $99,479,432.

    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 1,564,330 shares
    Change vs previous 13F +100,114 shares

    7.45% of the 13F portfolio, value $85,334,194.

    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 1,464,216 shares
    Change vs previous 13F +67,933 shares

    7.31% of the 13F portfolio, value $86,798,699.

    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 1,396,283 shares
    Change vs previous 13F +35,355 shares

    6.95% of the 13F portfolio, value $80,314,181.

    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 1,360,928 shares
    Change vs previous 13F +93,257 shares

    6.72% of the 13F portfolio, value $70,904,345.

    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 1,267,671 shares
    Change vs previous 13F +1,163,956 shares

    6.2% of the 13F portfolio, value $58,338,202.

    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 103,715 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,181,593.

    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).