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Bay Harbor Wealth Management, LLC: BSV position timeline

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

Bay Harbor Wealth Management, LLC held 180,697 BSV 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 180,697 shares
    Change vs previous 13F +1,600 shares

    3.25% of the 13F portfolio, value $14,078,103.

    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 179,097 shares
    Change vs previous 13F +9,536 shares

    3.64% of the 13F portfolio, value $14,042,995.

    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 169,561 shares
    Change vs previous 13F -1,724 shares

    3.49% of the 13F portfolio, value $13,363,102.

    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 171,285 shares
    Change vs previous 13F +1,564 shares

    3.65% of the 13F portfolio, value $13,516,099.

    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 169,721 shares
    Change vs previous 13F -2,803 shares

    3.87% of the 13F portfolio, value $13,357,042.

    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 172,524 shares
    Change vs previous 13F +6,200 shares

    4.27% of the 13F portfolio, value $13,505,178.

    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 166,324 shares
    Change vs previous 13F -2,759 shares

    4.17% of the 13F portfolio, value $12,851,855.

    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 169,083 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $13,305,141.

    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).