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BAR HARBOR WEALTH MANAGEMENT: PM position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 11,485 PM 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 11,485 shares
    Change vs previous 13F -389 shares

    0.11% of the 13F portfolio, value $2,077,751.

    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 11,874 shares
    Change vs previous 13F +1,250 shares

    0.11% of the 13F portfolio, value $1,963,247.

    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 10,624 shares
    Change vs previous 13F +398 shares

    0.1% of the 13F portfolio, value $1,704,090.

    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 10,226 shares
    Change vs previous 13F +1,017 shares

    0.1% of the 13F portfolio, value $1,658,657.

    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 9,209 shares
    Change vs previous 13F +350 shares

    0.11% of the 13F portfolio, value $1,677,235.

    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 8,859 shares
    Change vs previous 13F +1,550 shares

    0.09% of the 13F portfolio, value $1,406,189.

    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 7,309 shares
    Change vs previous 13F +3,420 shares

    0.06% of the 13F portfolio, value $879,638.

    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 3,889 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $472,125.

    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).