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BAR HARBOR WEALTH MANAGEMENT: ELS position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 99,854 ELS 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 99,854 shares
    Change vs previous 13F -813 shares

    0.35% of the 13F portfolio, value $6,435,590.

    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 100,667 shares
    Change vs previous 13F +10,830 shares

    0.37% of the 13F portfolio, value $6,283,634.

    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 89,837 shares
    Change vs previous 13F -7,498 shares

    0.31% of the 13F portfolio, value $5,445,021.

    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 97,335 shares
    Change vs previous 13F -5,988 shares

    0.35% of the 13F portfolio, value $5,908,235.

    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 103,323 shares
    Change vs previous 13F +38,088 shares

    0.41% of the 13F portfolio, value $6,371,929.

    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 65,235 shares
    Change vs previous 13F +350 shares

    0.29% of the 13F portfolio, value $4,351,175.

    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 64,885 shares
    Change vs previous 13F -8,361 shares

    0.28% of the 13F portfolio, value $4,321,341.

    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 73,246 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,225,370.

    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).