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BAR HARBOR WEALTH MANAGEMENT: MTBA position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 240,301 MTBA 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 240,301 shares
    Change vs previous 13F -5,028 shares

    0.63% of the 13F portfolio, value $11,791,570.

    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 245,329 shares
    Change vs previous 13F -27,841 shares

    0.71% of the 13F portfolio, value $12,133,972.

    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 273,170 shares
    Change vs previous 13F -35,968 shares

    0.8% of the 13F portfolio, value $13,770,500.

    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 309,138 shares
    Change vs previous 13F +11,186 shares

    0.93% of the 13F portfolio, value $15,565,098.

    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 297,952 shares
    Change vs previous 13F +19,101 shares

    0.96% of the 13F portfolio, value $14,924,416.

    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 278,851 shares
    Change vs previous 13F +108,332 shares

    0.93% of the 13F portfolio, value $13,981,589.

    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 170,519 shares
    Change vs previous 13F +120,150 shares

    0.55% of the 13F portfolio, value $8,473,089.

    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 50,369 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,592,996.

    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).