MEANS INVESTMENT CO., INC.

Position in IBB — iShares Biotechnology ETF

CIK 701516 BANGOR, ME

Back to IBB Full portfolio

Position in IBB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,020,179

+$76,646 QoQ

Shares Held

5,364

-4.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#130

of 294 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in IBB Over Time

Shares Held

Position Value (USD)

Derivatives in IBB

reported options exposure · as of Sep 30, 2020

CallValue

$2,000

CallShares

2,200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in IBB

Export CSV

28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,020,179	5,364	-4.0%	Shares	Sole	2026-08-14
2026-03-31	$943,533	5,588	-2.9%	Shares	Sole	2026-04-24
2025-12-31	$971,102	5,754	-5.3%	Shares	Sole	2026-01-26
2025-09-30	$877,336	6,077	-7.7%	Shares	Sole	2025-11-06
2025-06-30	$832,815	6,583	-29.4%	Shares	Sole	2025-07-25
2025-03-31	$1,192,411	9,323	-9.7%	Shares	Sole	2025-04-21
2024-12-31	$1,364,407	10,320	+9.7%	Shares	Sole	2025-01-24
2024-09-30	$1,369,513	9,406	-1.4%	Shares	Sole	2024-10-18
2024-06-30	$1,309,872	9,543	-6.0%	Shares	Sole	2024-07-19
2024-03-31	$1,393,469	10,155	+0.2%	Shares	Sole	2024-04-17
2023-12-31	$1,377,383	10,139	-19.4%	Shares	Sole	2024-01-25
2023-09-30	$1,539,141	12,586	-2.1%	Shares	Sole	2023-10-25
2023-06-30	$1,632,070	12,855	+4.2%	Shares	Sole	2023-07-31
2023-03-31	$1,593,446	12,337	+4.7%	Shares	Sole	2023-05-08
2022-12-31	$1,547,646	11,788	+4.3%	Shares	Sole	2023-01-27
2022-09-30	$1,322,115	11,304	+14.6%	Shares	Sole	2022-10-17
2022-06-30	$1,159,831	9,860	+15.5%	Shares	Sole	2022-07-21
2022-03-31	$1,111,980	8,534	+13.3%	Shares	Sole	2022-04-26
2021-12-31	$1,149,381	7,531	+88.9%	Shares	Sole	2022-02-14
2021-09-30	$644,618	3,987	-24.5%	Shares	Sole	2021-11-12
2021-06-30	$864,235	5,281	+3.1%	Shares	Sole	2021-08-10
2021-03-31	$771,469	5,124	+8.0%	Shares	Sole	2021-04-05
2020-12-31	$718,971	4,746	+20.8%	Shares	Sole	2021-02-12
2020-09-30	$532,025	3,929	+8.5%	Shares	Sole	2020-11-09
2020-09-30	$2,000	2,200	-47.6%	Call	Sole	2020-11-09
2020-06-30	$494,817	3,620	+1.7%	Shares	Sole	2020-08-13
2020-06-30	$279,380	4,200	—	Call	Sole	2020-08-13
2020-03-31	$383,662	3,561	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.