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Disclosery

BAR HARBOR WEALTH MANAGEMENT: BRK-B position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 27,573 BRK-B 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 27,573 shares
    Change vs previous 13F -1,152 shares

    0.74% of the 13F portfolio, value $13,797,253.

    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 28,725 shares
    Change vs previous 13F -3,364 shares

    0.81% of the 13F portfolio, value $13,765,020.

    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 32,089 shares
    Change vs previous 13F -1,302 shares

    0.93% of the 13F portfolio, value $16,129,536.

    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 33,391 shares
    Change vs previous 13F -501 shares

    1.01% of the 13F portfolio, value $16,786,991.

    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 33,892 shares
    Change vs previous 13F -781 shares

    1.05% of the 13F portfolio, value $16,463,717.

    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 34,673 shares
    Change vs previous 13F -842 shares

    1.22% of the 13F portfolio, value $18,466,146.

    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 35,515 shares
    Change vs previous 13F -822 shares

    1.05% of the 13F portfolio, value $16,098,239.

    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 36,337 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $16,724,468.

    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).