BAR HARBOR WEALTH MANAGEMENT: GIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAR HARBOR WEALTH MANAGEMENT on GIS, newest first. How the timeline and the estimate are built.
BAR HARBOR WEALTH MANAGEMENT held 13,492 GIS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 13,492 sharesChange vs previous 13F -1,805 shares
0.03% of the 13F portfolio, value $469,522.
13F-HR 0001035463-26-000003 filed by BAR HARBOR WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,297 sharesChange vs previous 13F -2,518 shares
0.03% of the 13F portfolio, value $569,354.
13F-HR 0001035463-26-000002 filed by BAR HARBOR WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,815 sharesChange vs previous 13F +122 shares
0.05% of the 13F portfolio, value $828,398.
13F-HR 0001035463-26-000001 filed by BAR HARBOR WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,693 sharesChange vs previous 13F -335 shares
0.05% of the 13F portfolio, value $892,081.
13F-HR 0001035463-25-000006 filed by BAR HARBOR WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,028 sharesChange vs previous 13F -550 shares
0.06% of the 13F portfolio, value $934,031.
13F-HR 0001035463-25-000004 filed by BAR HARBOR WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,578 sharesChange vs previous 13F +789 shares
0.07% of the 13F portfolio, value $1,110,779.
13F-HR 0001035463-25-000003 filed by BAR HARBOR WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,789 sharesChange vs previous 13F +693 shares
0.07% of the 13F portfolio, value $1,134,405.
13F-HR 0001035463-25-000001 filed by BAR HARBOR WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,096 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $1,262,540.
13F-HR 0001035463-24-000007 filed by BAR HARBOR WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).