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BAR HARBOR WEALTH MANAGEMENT: IVV position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 100,654 IVV 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 100,654 shares
    Change vs previous 13F +1,023 shares

    4.05% of the 13F portfolio, value $75,378,774.

    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 99,631 shares
    Change vs previous 13F -4,474 shares

    3.81% of the 13F portfolio, value $65,079,966.

    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 104,105 shares
    Change vs previous 13F +771 shares

    4.12% of the 13F portfolio, value $71,305,679.

    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 103,334 shares
    Change vs previous 13F -1,915 shares

    4.15% of the 13F portfolio, value $69,161,446.

    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 105,249 shares
    Change vs previous 13F -1,544 shares

    4.18% of the 13F portfolio, value $65,349,104.

    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 106,793 shares
    Change vs previous 13F -1,279 shares

    3.98% of the 13F portfolio, value $60,006,987.

    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 108,072 shares
    Change vs previous 13F +19,516 shares

    4.17% of the 13F portfolio, value $63,619,825.

    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 88,556 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $51,080,872.

    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).