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Disclosery

Bay Harbor Wealth Management, LLC: OEF position timeline

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

Bay Harbor Wealth Management, LLC held 0 OEF 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 0 shares
    Change vs previous 13F -321 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 321 shares
    Change vs previous 13F -33,879 shares

    0.03% of the 13F portfolio, value $102,100.

    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 34,200 shares
    Change vs previous 13F +1,082 shares

    3.06% of the 13F portfolio, value $11,729,574.

    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 33,118 shares
    Change vs previous 13F +15,488 shares

    2.98% of the 13F portfolio, value $11,022,995.

    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 17,630 shares
    Change vs previous 13F +7,469 shares

    1.56% of the 13F portfolio, value $5,365,690.

    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 10,161 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,751,903.

    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).