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MEANS INVESTMENT CO., INC.: XLRE position timeline

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

MEANS INVESTMENT CO., INC. held 5,962 XLRE 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 5,962 shares
    Change vs previous 13F -9,210 shares

    0.02% of the 13F portfolio, value $262,524.

    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 15,172 shares
    Change vs previous 13F -4,351 shares

    0.05% of the 13F portfolio, value $619,490.

    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 19,523 shares
    Change vs previous 13F -666,925 shares

    0.07% of the 13F portfolio, value $787,770.

    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 686,448 shares
    Change vs previous 13F +81,340 shares

    2.5% of the 13F portfolio, value $28,920,037.

    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 605,108 shares
    Change vs previous 13F +18,577 shares

    2.37% of the 13F portfolio, value $25,063,559.

    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 586,531 shares
    Change vs previous 13F +138,833 shares

    2.61% of the 13F portfolio, value $24,546,321.

    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 447,698 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $18,207,869.

    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).