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BAR HARBOR WEALTH MANAGEMENT: CL position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 49,161 CL 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 49,161 shares
    Change vs previous 13F -42,004 shares

    0.24% of the 13F portfolio, value $4,507,080.

    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 91,165 shares
    Change vs previous 13F -16,518 shares

    0.45% of the 13F portfolio, value $7,769,993.

    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 107,683 shares
    Change vs previous 13F +495 shares

    0.49% of the 13F portfolio, value $8,509,111.

    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 107,188 shares
    Change vs previous 13F -11,380 shares

    0.51% of the 13F portfolio, value $8,568,609.

    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 118,568 shares
    Change vs previous 13F -10,236 shares

    0.69% of the 13F portfolio, value $10,777,831.

    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 128,804 shares
    Change vs previous 13F -2,888 shares

    0.8% of the 13F portfolio, value $12,068,935.

    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 131,692 shares
    Change vs previous 13F -4,370 shares

    0.78% of the 13F portfolio, value $11,972,120.

    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 136,062 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $14,124,596.

    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).