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BAR HARBOR WEALTH MANAGEMENT: AZO position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 640 AZO 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 640 shares
    Change vs previous 13F -16 shares

    0.11% of the 13F portfolio, value $2,045,402.

    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 656 shares
    Change vs previous 13F -18 shares

    0.13% of the 13F portfolio, value $2,215,824.

    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 shares
    Change vs previous 13F -9 shares

    0.13% of the 13F portfolio, value $2,285,871.

    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 683 shares
    Change vs previous 13F -18 shares

    0.18% of the 13F portfolio, value $2,930,234.

    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 701 shares
    Change vs previous 13F -11 shares

    0.17% of the 13F portfolio, value $2,602,273.

    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 712 shares
    Change vs previous 13F -20 shares

    0.18% of the 13F portfolio, value $2,714,699.

    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 732 shares
    Change vs previous 13F -23 shares

    0.15% of the 13F portfolio, value $2,343,864.

    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 755 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,378,280.

    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).