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BAR HARBOR WEALTH MANAGEMENT: BHB position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 385,171 BHB 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 385,171 shares
    Change vs previous 13F -15,760 shares

    0.78% of the 13F portfolio, value $14,544,057.

    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 400,931 shares
    Change vs previous 13F -19,752 shares

    0.76% of the 13F portfolio, value $13,010,211.

    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 420,683 shares
    Change vs previous 13F -14,984 shares

    0.75% of the 13F portfolio, value $13,062,207.

    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 435,667 shares
    Change vs previous 13F -41,874 shares

    0.8% of the 13F portfolio, value $13,270,417.

    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 477,541 shares
    Change vs previous 13F +19,065 shares

    0.92% of the 13F portfolio, value $14,307,128.

    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 458,476 shares
    Change vs previous 13F +30,075 shares

    0.9% of the 13F portfolio, value $13,525,042.

    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 428,401 shares
    Change vs previous 13F +10,761 shares

    0.86% of the 13F portfolio, value $13,100,503.

    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 417,640 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $12,880,018.

    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).