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BAR HARBOR WEALTH MANAGEMENT: BKR position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 54,863 BKR 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 54,863 shares
    Change vs previous 13F -598 shares

    0.16% of the 13F portfolio, value $3,044,897.

    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 55,461 shares
    Change vs previous 13F -1,457 shares

    0.2% of the 13F portfolio, value $3,385,894.

    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 56,918 shares
    Change vs previous 13F -148 shares

    0.15% of the 13F portfolio, value $2,592,046.

    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 57,066 shares
    Change vs previous 13F -27 shares

    0.17% of the 13F portfolio, value $2,780,256.

    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 57,093 shares
    Change vs previous 13F -166,762 shares

    0.14% of the 13F portfolio, value $2,188,946.

    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 223,855 shares
    Change vs previous 13F -826 shares

    0.65% of the 13F portfolio, value $9,838,427.

    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 224,681 shares
    Change vs previous 13F +34,663 shares

    0.6% of the 13F portfolio, value $9,216,415.

    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 190,018 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,869,151.

    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).