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BAR HARBOR WEALTH MANAGEMENT: ITOT position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 75,434 ITOT 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 75,434 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $12,391,543.

    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 75,434 shares
    Change vs previous 13F +11,012 shares

    0.63% of the 13F portfolio, value $10,744,065.

    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 64,422 shares
    Change vs previous 13F +41 shares

    0.55% of the 13F portfolio, value $9,578,907.

    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 64,381 shares
    Change vs previous 13F -40 shares

    0.56% of the 13F portfolio, value $9,377,093.

    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 64,421 shares
    Change vs previous 13F +10,227 shares

    0.56% of the 13F portfolio, value $8,699,412.

    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 54,194 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $6,612,210.

    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 54,194 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $6,970,432.

    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 54,194 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,807,850.

    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).