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Disclosery

Bay Harbor Wealth Management, LLC: VMBS position timeline

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

Bay Harbor Wealth Management, LLC held 149,175 VMBS 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 149,175 shares
    Change vs previous 13F +803 shares

    1.61% of the 13F portfolio, value $6,982,882.

    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 148,372 shares
    Change vs previous 13F +3,857 shares

    1.81% of the 13F portfolio, value $6,966,065.

    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 144,515 shares
    Change vs previous 13F -1,519 shares

    1.78% of the 13F portfolio, value $6,803,766.

    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 146,034 shares
    Change vs previous 13F +904 shares

    1.85% of the 13F portfolio, value $6,857,756.

    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 145,130 shares
    Change vs previous 13F -2,620 shares

    1.95% of the 13F portfolio, value $6,725,324.

    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 147,750 shares
    Change vs previous 13F +2,025 shares

    2.16% of the 13F portfolio, value $6,842,302.

    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 145,725 shares
    Change vs previous 13F -2,187 shares

    2.14% of the 13F portfolio, value $6,607,171.

    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 147,912 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $6,982,925.

    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).