BAR HARBOR WEALTH MANAGEMENT: VNQ position timeline

BAR HARBOR WEALTH MANAGEMENT held 2,300 VNQ 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 2,300 shares

   Change vs previous 13F +2,300 shares

   0.01% of the 13F portfolio, value $221,789.

   13F-HR 0001035463-26-000003 filed by BAR HARBOR WEALTH MANAGEMENT
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -2,737 shares

   13F-HR 0001035463-25-000004 filed by BAR HARBOR WEALTH MANAGEMENT
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 2,737 shares

   Change vs previous 13F -492 shares

   0.02% of the 13F portfolio, value $247,808.

   13F-HR 0001035463-25-000003 filed by BAR HARBOR WEALTH MANAGEMENT
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 3,229 shares

   Change vs previous 13F +195 shares

   0.02% of the 13F portfolio, value $287,639.

   13F-HR 0001035463-25-000001 filed by BAR HARBOR WEALTH MANAGEMENT
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 3,034 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $295,572.

   13F-HR 0001035463-24-000007 filed by BAR HARBOR WEALTH MANAGEMENT
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).