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BAR HARBOR WEALTH MANAGEMENT: D position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 60,496 D 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 60,496 shares
    Change vs previous 13F -13 shares

    0.22% of the 13F portfolio, value $4,131,272.

    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 60,509 shares
    Change vs previous 13F +501 shares

    0.22% of the 13F portfolio, value $3,740,666.

    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 60,008 shares
    Change vs previous 13F +2,222 shares

    0.2% of the 13F portfolio, value $3,515,869.

    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 57,786 shares
    Change vs previous 13F +4,621 shares

    0.21% of the 13F portfolio, value $3,534,770.

    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 53,165 shares
    Change vs previous 13F +9,594 shares

    0.19% of the 13F portfolio, value $3,004,886.

    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 43,571 shares
    Change vs previous 13F +30,716 shares

    0.16% of the 13F portfolio, value $2,443,026.

    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 12,855 shares
    Change vs previous 13F -403 shares

    0.05% of the 13F portfolio, value $692,370.

    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 13,258 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $766,180.

    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).