Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$223,852
+$8,318 QoQ
Shares Held
812
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,305
of 1,684 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $2,085,337 across 3 Healthcare Plans names. CI ranks #3 (10.7% of the industry book) .
All Filings in CI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,852 | 812 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $215,534 | 808 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $225,688 | 820 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $246,742 | 856 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $281,654 | 852 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $298,732 | 908 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $262,885 | 952 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $337,086 | 973 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $320,983 | 971 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $355,563 | 979 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $294,359 | 983 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $260,037 | 909 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $264,605 | 943 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $240,198 | 940 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $310,465 | 937 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $259,434 | 935 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $245,864 | 933 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $222,837 | 930 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $212,178 | 924 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $221,897 | 936 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $225,785 | 934 | Shares | Sole | 2021-04-05 | |
| No filing history on record for this holder in this stock. | ||||||