Bay Harbor Wealth Management, LLC: IWB position timeline

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

Bay Harbor Wealth Management, LLC held 212 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 212 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $86,814.
13F-HR 0001437749-26-024588 filed by Bay Harbor Wealth Management, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 212 shares
Change vs previous 13F -16 shares
0.02% of the 13F portfolio, value $75,590.
13F-HR 0001437749-26-012214 filed by Bay Harbor Wealth Management, LLC
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 228 shares
Change vs previous 13F -50 shares
0.02% of the 13F portfolio, value $85,144.
13F-HR 0001437749-26-002665 filed by Bay Harbor Wealth Management, LLC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 278 shares
Change vs previous 13F -9 shares
0.03% of the 13F portfolio, value $101,603.
13F-HR 0001437749-25-030755 filed by Bay Harbor Wealth Management, LLC
Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 287 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $97,456.
13F-HR 0001437749-25-023183 filed by Bay Harbor Wealth Management, LLC
Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).