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BAR HARBOR WEALTH MANAGEMENT: NUV position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 487,825 NUV 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 487,825 shares
    Change vs previous 13F +19,000 shares

    0.24% of the 13F portfolio, value $4,497,747.

    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 468,825 shares
    Change vs previous 13F +98,000 shares

    0.25% of the 13F portfolio, value $4,214,737.

    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 370,825 shares
    Change vs previous 13F +90,462 shares

    0.19% of the 13F portfolio, value $3,359,675.

    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 280,363 shares
    Change vs previous 13F -15,095 shares

    0.15% of the 13F portfolio, value $2,517,660.

    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 295,458 shares
    Change vs previous 13F -57,842 shares

    0.16% of the 13F portfolio, value $2,567,530.

    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 353,300 shares
    Change vs previous 13F -20,500 shares

    0.21% of the 13F portfolio, value $3,098,441.

    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 373,800 shares
    Change vs previous 13F -79,666 shares

    0.21% of the 13F portfolio, value $3,210,942.

    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 453,466 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,090,263.

    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).