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Disclosery

BAR HARBOR WEALTH MANAGEMENT: UL position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 3,458 UL 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 3,458 shares
    Change vs previous 13F -743 shares

    0.01% of the 13F portfolio, value $207,895.

    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 4,201 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,331.

    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).