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Disclosery

BAR HARBOR WEALTH MANAGEMENT: PH position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 6,052 PH 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 6,052 shares
    Change vs previous 13F -61 shares

    0.32% of the 13F portfolio, value $5,919,582.

    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 6,113 shares
    Change vs previous 13F -91 shares

    0.32% of the 13F portfolio, value $5,472,602.

    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 6,204 shares
    Change vs previous 13F -107 shares

    0.32% of the 13F portfolio, value $5,453,068.

    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 6,311 shares
    Change vs previous 13F -73 shares

    0.29% of the 13F portfolio, value $4,784,685.

    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 6,384 shares
    Change vs previous 13F -15,565 shares

    0.29% of the 13F portfolio, value $4,459,032.

    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 21,949 shares
    Change vs previous 13F +479 shares

    0.88% of the 13F portfolio, value $13,341,700.

    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 21,470 shares
    Change vs previous 13F +198 shares

    0.89% of the 13F portfolio, value $13,655,564.

    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 21,272 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $13,440,075.

    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).