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Disclosery

BAR HARBOR WEALTH MANAGEMENT: VCSH position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 69,153 VCSH 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 69,153 shares
    Change vs previous 13F -384 shares

    0.29% of the 13F portfolio, value $5,465,162.

    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 69,537 shares
    Change vs previous 13F -800 shares

    0.32% of the 13F portfolio, value $5,512,198.

    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 70,337 shares
    Change vs previous 13F +1,221 shares

    0.32% of the 13F portfolio, value $5,607,969.

    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 69,116 shares
    Change vs previous 13F -2,614 shares

    0.33% of the 13F portfolio, value $5,524,442.

    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 71,730 shares
    Change vs previous 13F -4,661 shares

    0.36% of the 13F portfolio, value $5,702,535.

    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 76,391 shares
    Change vs previous 13F -2,165 shares

    0.4% of the 13F portfolio, value $6,030,306.

    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 78,556 shares
    Change vs previous 13F +14,806 shares

    0.4% of the 13F portfolio, value $6,128,154.

    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 63,750 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,063,025.

    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).