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Disclosery

BAR HARBOR WEALTH MANAGEMENT: IJH position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 515,533 IJH 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 515,533 shares
    Change vs previous 13F -4,819 shares

    2.13% of the 13F portfolio, value $39,752,750.

    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 520,352 shares
    Change vs previous 13F +32,403 shares

    2.06% of the 13F portfolio, value $35,139,371.

    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 487,949 shares
    Change vs previous 13F +6,390 shares

    1.86% of the 13F portfolio, value $32,204,634.

    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 481,559 shares
    Change vs previous 13F +2,745 shares

    1.89% of the 13F portfolio, value $31,426,540.

    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 478,814 shares
    Change vs previous 13F +918 shares

    1.9% of the 13F portfolio, value $29,696,044.

    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 477,896 shares
    Change vs previous 13F +5,896 shares

    1.85% of the 13F portfolio, value $27,885,232.

    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 472,000 shares
    Change vs previous 13F +26,368 shares

    1.93% of the 13F portfolio, value $29,410,320.

    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 445,632 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $27,771,786.

    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).