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Disclosery

BAR HARBOR WEALTH MANAGEMENT: AMRZ position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 143,906 AMRZ 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 143,906 shares
    Change vs previous 13F +37,694 shares

    0.41% of the 13F portfolio, value $7,670,190.

    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 106,212 shares
    Change vs previous 13F +17,528 shares

    0.35% of the 13F portfolio, value $5,949,996.

    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 88,684 shares
    Change vs previous 13F +3,771 shares

    0.28% of the 13F portfolio, value $4,796,031.

    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 84,913 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,120,828.

    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).