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MEANS INVESTMENT CO., INC.: XLV position timeline

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

MEANS INVESTMENT CO., INC. held 170,810 XLV 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 170,810 shares
    Change vs previous 13F +9,297 shares

    2.05% of the 13F portfolio, value $27,100,704.

    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 161,513 shares
    Change vs previous 13F +3,356 shares

    2.07% of the 13F portfolio, value $23,679,463.

    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 158,157 shares
    Change vs previous 13F -7,338 shares

    2.06% of the 13F portfolio, value $24,482,779.

    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 165,495 shares
    Change vs previous 13F +22,943 shares

    1.99% of the 13F portfolio, value $23,031,892.

    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 142,552 shares
    Change vs previous 13F +35,371 shares

    1.82% of the 13F portfolio, value $19,214,609.

    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 107,181 shares
    Change vs previous 13F +59,563 shares

    1.66% of the 13F portfolio, value $15,649,484.

    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 47,618 shares
    Change vs previous 13F +7,314 shares

    0.68% of the 13F portfolio, value $6,550,800.

    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 40,304 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,207,669.

    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).