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Disclosery

BAR HARBOR WEALTH MANAGEMENT: LQD position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 42,455 LQD 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 42,455 shares
    Change vs previous 13F -915 shares

    0.25% of the 13F portfolio, value $4,630,567.

    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 43,370 shares
    Change vs previous 13F -305 shares

    0.28% of the 13F portfolio, value $4,726,896.

    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 43,675 shares
    Change vs previous 13F -1,246 shares

    0.28% of the 13F portfolio, value $4,812,548.

    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 44,921 shares
    Change vs previous 13F -367 shares

    0.3% of the 13F portfolio, value $5,007,344.

    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 45,288 shares
    Change vs previous 13F -1,419 shares

    0.32% of the 13F portfolio, value $4,964,018.

    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 46,707 shares
    Change vs previous 13F +155 shares

    0.34% of the 13F portfolio, value $5,076,584.

    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 46,552 shares
    Change vs previous 13F -783 shares

    0.33% of the 13F portfolio, value $4,973,616.

    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 47,335 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,347,908.

    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).