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BAR HARBOR WEALTH MANAGEMENT: CRM position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 20,821 CRM 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 20,821 shares
    Change vs previous 13F +441 shares

    0.18% of the 13F portfolio, value $3,261,818.

    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 20,380 shares
    Change vs previous 13F +7,221 shares

    0.22% of the 13F portfolio, value $3,804,335.

    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 13,159 shares
    Change vs previous 13F -588 shares

    0.2% of the 13F portfolio, value $3,485,951.

    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 13,747 shares
    Change vs previous 13F -839 shares

    0.2% of the 13F portfolio, value $3,258,039.

    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 14,586 shares
    Change vs previous 13F +240 shares

    0.25% of the 13F portfolio, value $3,977,456.

    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 14,346 shares
    Change vs previous 13F -320 shares

    0.26% of the 13F portfolio, value $3,849,893.

    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 14,666 shares
    Change vs previous 13F +627 shares

    0.32% of the 13F portfolio, value $4,903,284.

    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 14,039 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,842,615.

    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).