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Disclosery

BAR HARBOR WEALTH MANAGEMENT: IGSB position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 444,432 IGSB 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 444,432 shares
    Change vs previous 13F +16,880 shares

    1.25% of the 13F portfolio, value $23,292,681.

    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 427,552 shares
    Change vs previous 13F +17,841 shares

    1.31% of the 13F portfolio, value $22,472,133.

    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 409,711 shares
    Change vs previous 13F +21,351 shares

    1.25% of the 13F portfolio, value $21,665,518.

    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 388,360 shares
    Change vs previous 13F +15,779 shares

    1.24% of the 13F portfolio, value $20,594,731.

    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 372,581 shares
    Change vs previous 13F -4,231 shares

    1.26% of the 13F portfolio, value $19,657,374.

    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 376,812 shares
    Change vs previous 13F +334 shares

    1.31% of the 13F portfolio, value $19,733,644.

    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 376,478 shares
    Change vs previous 13F -13,982 shares

    1.27% of the 13F portfolio, value $19,463,913.

    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 390,460 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $20,561,624.

    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).