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BAR HARBOR WEALTH MANAGEMENT: IEFA position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 18,478 IEFA 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 18,478 shares
    Change vs previous 13F +1,031 shares

    0.1% of the 13F portfolio, value $1,784,605.

    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 17,447 shares
    Change vs previous 13F +2,224 shares

    0.09% of the 13F portfolio, value $1,579,477.

    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 15,223 shares
    Change vs previous 13F +1,683 shares

    0.08% of the 13F portfolio, value $1,361,850.

    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 13,540 shares
    Change vs previous 13F +176 shares

    0.07% of the 13F portfolio, value $1,182,177.

    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 13,364 shares
    Change vs previous 13F +2,861 shares

    0.07% of the 13F portfolio, value $1,115,627.

    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 10,503 shares
    Change vs previous 13F +1,296 shares

    0.05% of the 13F portfolio, value $794,552.

    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 9,207 shares
    Change vs previous 13F +625 shares

    0.04% of the 13F portfolio, value $647,068.

    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 8,582 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $669,825.

    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).