Bay Harbor Wealth Management, LLC: CB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bay Harbor Wealth Management, LLC on CB, newest first. How the timeline and the estimate are built.
Bay Harbor Wealth Management, LLC held 49 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 49 sharesChange vs previous 13F +10 shares
<0.01% of the 13F portfolio, value $16,696.
13F-HR 0001437749-26-024588 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39 sharesChange vs previous 13F +11 shares
<0.01% of the 13F portfolio, value $12,746.
13F-HR 0001437749-26-012214 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28 sharesChange vs previous 13F +10 shares
<0.01% of the 13F portfolio, value $8,763.
13F-HR 0001437749-26-002665 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $5,095.
13F-HR 0001437749-25-030755 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $3,198.
13F-HR 0001437749-25-023183 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $2,119.
13F-HR 0001437749-25-016075 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -37 shares
13F-HR 0001437749-25-001885 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 37 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $10,704.
13F-HR 0001437749-24-031991 filed by Bay Harbor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).