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BAR HARBOR WEALTH MANAGEMENT: VWO position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 242,348 VWO 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 242,348 shares
    Change vs previous 13F +2,682 shares

    0.78% of the 13F portfolio, value $14,465,752.

    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 239,666 shares
    Change vs previous 13F +18,054 shares

    0.76% of the 13F portfolio, value $12,953,947.

    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 221,612 shares
    Change vs previous 13F +6,361 shares

    0.69% of the 13F portfolio, value $11,913,861.

    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 215,251 shares
    Change vs previous 13F -1,674 shares

    0.7% of the 13F portfolio, value $11,662,299.

    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 216,925 shares
    Change vs previous 13F +3,464 shares

    0.69% of the 13F portfolio, value $10,729,111.

    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 213,461 shares
    Change vs previous 13F +56,094 shares

    0.64% of the 13F portfolio, value $9,661,245.

    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 157,367 shares
    Change vs previous 13F +11,789 shares

    0.45% of the 13F portfolio, value $6,930,443.

    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 145,578 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,965,907.

    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).