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Disclosery

BAR HARBOR WEALTH MANAGEMENT: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAR HARBOR WEALTH MANAGEMENT on AGG, newest first. How the timeline and the estimate are built.

BAR HARBOR WEALTH MANAGEMENT held 737,198 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 737,198 shares
    Change vs previous 13F +24,297 shares

    3.92% of the 13F portfolio, value $72,967,858.

    13F-HR 0001035463-26-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 712,901 shares
    Change vs previous 13F +38,639 shares

    4.14% of the 13F portfolio, value $70,769,682.

    13F-HR 0001035463-26-000002 filed by BAR HARBOR WEALTH MANAGEMENT
    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 674,262 shares
    Change vs previous 13F +51,676 shares

    3.89% of the 13F portfolio, value $67,345,289.

    13F-HR 0001035463-26-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 622,586 shares
    Change vs previous 13F +26,908 shares

    3.75% of the 13F portfolio, value $62,414,247.

    13F-HR 0001035463-25-000006 filed by BAR HARBOR WEALTH MANAGEMENT
    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 595,678 shares
    Change vs previous 13F -1,091 shares

    3.78% of the 13F portfolio, value $59,091,258.

    13F-HR 0001035463-25-000004 filed by BAR HARBOR WEALTH MANAGEMENT
    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 596,769 shares
    Change vs previous 13F +22,328 shares

    3.91% of the 13F portfolio, value $59,032,389.

    13F-HR 0001035463-25-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 574,441 shares
    Change vs previous 13F +13,082 shares

    3.65% of the 13F portfolio, value $55,663,333.

    13F-HR 0001035463-25-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 561,359 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $56,848,826.

    13F-HR 0001035463-24-000007 filed by BAR HARBOR WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).