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Bay Harbor Wealth Management, LLC: BLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bay Harbor Wealth Management, LLC on BLV, newest first. How the timeline and the estimate are built.

Bay Harbor Wealth Management, LLC held 97,321 BLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,321 shares
    Change vs previous 13F +753 shares

    1.55% of the 13F portfolio, value $6,708,337.

    13F-HR 0001437749-26-024588 filed by Bay Harbor Wealth Management, LLC
    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 96,568 shares
    Change vs previous 13F +6,664 shares

    1.72% of the 13F portfolio, value $6,641,947.

    13F-HR 0001437749-26-012214 filed by Bay Harbor Wealth Management, LLC
    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 89,904 shares
    Change vs previous 13F -1,443 shares

    1.63% of the 13F portfolio, value $6,250,126.

    13F-HR 0001437749-26-002665 filed by Bay Harbor Wealth Management, LLC
    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 91,347 shares
    Change vs previous 13F +1,098 shares

    1.75% of the 13F portfolio, value $6,471,934.

    13F-HR 0001437749-25-030755 filed by Bay Harbor Wealth Management, LLC
    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 90,249 shares
    Change vs previous 13F -1,235 shares

    1.82% of the 13F portfolio, value $6,275,915.

    13F-HR 0001437749-25-023183 filed by Bay Harbor Wealth Management, LLC
    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 91,484 shares
    Change vs previous 13F +3,182 shares

    2.04% of the 13F portfolio, value $6,442,303.

    13F-HR 0001437749-25-016075 filed by Bay Harbor Wealth Management, LLC
    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 88,302 shares
    Change vs previous 13F -1,009 shares

    1.96% of the 13F portfolio, value $6,042,505.

    13F-HR 0001437749-25-001885 filed by Bay Harbor Wealth Management, LLC
    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 89,311 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $6,713,507.

    13F-HR 0001437749-24-031991 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).