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Disclosery

BAR HARBOR WEALTH MANAGEMENT: V position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 10,296 V 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 10,296 shares
    Change vs previous 13F +368 shares

    0.19% of the 13F portfolio, value $3,532,455.

    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 9,928 shares
    Change vs previous 13F -818 shares

    0.18% of the 13F portfolio, value $3,000,639.

    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 10,746 shares
    Change vs previous 13F -53 shares

    0.22% of the 13F portfolio, value $3,768,730.

    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 10,799 shares
    Change vs previous 13F -69 shares

    0.22% of the 13F portfolio, value $3,686,563.

    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 10,868 shares
    Change vs previous 13F -252 shares

    0.25% of the 13F portfolio, value $3,858,683.

    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 11,120 shares
    Change vs previous 13F -1,143 shares

    0.26% of the 13F portfolio, value $3,897,115.

    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 12,263 shares
    Change vs previous 13F -184 shares

    0.25% of the 13F portfolio, value $3,875,599.

    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 12,447 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,422,303.

    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).