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BAR HARBOR WEALTH MANAGEMENT: UPS position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 17,417 UPS 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 17,417 shares
    Change vs previous 13F -2,664 shares

    0.1% of the 13F portfolio, value $1,872,328.

    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 20,081 shares
    Change vs previous 13F -3,757 shares

    0.12% of the 13F portfolio, value $1,975,569.

    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 23,838 shares
    Change vs previous 13F -4,186 shares

    0.14% of the 13F portfolio, value $2,364,491.

    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 28,024 shares
    Change vs previous 13F -7,888 shares

    0.14% of the 13F portfolio, value $2,340,845.

    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 35,912 shares
    Change vs previous 13F -33,728 shares

    0.23% of the 13F portfolio, value $3,624,957.

    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 69,640 shares
    Change vs previous 13F -15,506 shares

    0.51% of the 13F portfolio, value $7,659,704.

    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 85,146 shares
    Change vs previous 13F -549 shares

    0.7% of the 13F portfolio, value $10,736,911.

    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 85,695 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $11,683,656.

    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).