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Bay Harbor Wealth Management, LLC: VWO position timeline

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

Bay Harbor Wealth Management, LLC held 137,466 VWO 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 137,466 shares
    Change vs previous 13F -2,342 shares

    1.89% of the 13F portfolio, value $8,205,346.

    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 139,808 shares
    Change vs previous 13F -15,713 shares

    1.96% of the 13F portfolio, value $7,556,622.

    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 155,521 shares
    Change vs previous 13F -3,436 shares

    2.18% of the 13F portfolio, value $8,360,808.

    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 158,957 shares
    Change vs previous 13F -1,175 shares

    2.33% of the 13F portfolio, value $8,612,290.

    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 160,132 shares
    Change vs previous 13F -3,185 shares

    2.3% of the 13F portfolio, value $7,920,128.

    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 163,317 shares
    Change vs previous 13F +14,286 shares

    2.34% of the 13F portfolio, value $7,391,727.

    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 149,031 shares
    Change vs previous 13F -4,650 shares

    2.13% of the 13F portfolio, value $6,563,325.

    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 153,681 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $7,353,635.

    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).