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BAR HARBOR WEALTH MANAGEMENT: SYY position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 127,602 SYY 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 127,602 shares
    Change vs previous 13F -175 shares

    0.57% of the 13F portfolio, value $10,664,975.

    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 127,777 shares
    Change vs previous 13F +46 shares

    0.53% of the 13F portfolio, value $9,114,333.

    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 127,731 shares
    Change vs previous 13F +2,178 shares

    0.54% of the 13F portfolio, value $9,412,497.

    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 125,553 shares
    Change vs previous 13F +447 shares

    0.62% of the 13F portfolio, value $10,338,034.

    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 125,106 shares
    Change vs previous 13F -700 shares

    0.61% of the 13F portfolio, value $9,475,528.

    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 125,806 shares
    Change vs previous 13F +246 shares

    0.63% of the 13F portfolio, value $9,440,482.

    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 125,560 shares
    Change vs previous 13F -1,250 shares

    0.63% of the 13F portfolio, value $9,600,318.

    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 126,810 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $9,898,789.

    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).