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Disclosery

BAR HARBOR WEALTH MANAGEMENT: VEA position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 603,744 VEA 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 603,744 shares
    Change vs previous 13F +4,005 shares

    2.31% of the 13F portfolio, value $43,016,760.

    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 599,739 shares
    Change vs previous 13F +51,352 shares

    2.25% of the 13F portfolio, value $38,431,275.

    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 548,387 shares
    Change vs previous 13F +16,530 shares

    1.98% of the 13F portfolio, value $34,257,736.

    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 531,857 shares
    Change vs previous 13F +16,163 shares

    1.91% of the 13F portfolio, value $31,868,871.

    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 515,694 shares
    Change vs previous 13F +65,105 shares

    1.88% of the 13F portfolio, value $29,399,715.

    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 450,589 shares
    Change vs previous 13F +13,522 shares

    1.52% of the 13F portfolio, value $22,903,439.

    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 437,067 shares
    Change vs previous 13F +48,917 shares

    1.37% of the 13F portfolio, value $20,900,544.

    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 388,150 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $20,498,202.

    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).