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Disclosery

BAR HARBOR WEALTH MANAGEMENT: WM position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 26,994 WM 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 26,994 shares
    Change vs previous 13F -276 shares

    0.32% of the 13F portfolio, value $6,016,423.

    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 27,270 shares
    Change vs previous 13F +401 shares

    0.37% of the 13F portfolio, value $6,266,373.

    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 26,869 shares
    Change vs previous 13F +53 shares

    0.34% of the 13F portfolio, value $5,903,388.

    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 26,816 shares
    Change vs previous 13F +23 shares

    0.36% of the 13F portfolio, value $5,921,777.

    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 26,793 shares
    Change vs previous 13F -1,045 shares

    0.39% of the 13F portfolio, value $6,130,774.

    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 27,838 shares
    Change vs previous 13F +143 shares

    0.43% of the 13F portfolio, value $6,444,775.

    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 27,695 shares
    Change vs previous 13F +1,073 shares

    0.37% of the 13F portfolio, value $5,588,574.

    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 26,622 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,526,727.

    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).