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BAR HARBOR WEALTH MANAGEMENT: XLB position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 161,192 XLB 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 161,192 shares
    Change vs previous 13F +118 shares

    0.44% of the 13F portfolio, value $8,193,389.

    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 161,074 shares
    Change vs previous 13F +19,755 shares

    0.47% of the 13F portfolio, value $8,048,868.

    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 141,319 shares
    Change vs previous 13F +73,437 shares

    0.37% of the 13F portfolio, value $6,408,817.

    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 67,882 shares
    Change vs previous 13F +12,645 shares

    0.37% of the 13F portfolio, value $6,083,585.

    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 55,237 shares
    Change vs previous 13F -1,056 shares

    0.31% of the 13F portfolio, value $4,850,361.

    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 56,293 shares
    Change vs previous 13F -3,078 shares

    0.32% of the 13F portfolio, value $4,840,072.

    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 59,371 shares
    Change vs previous 13F +452 shares

    0.33% of the 13F portfolio, value $4,995,476.

    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 58,919 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,678,613.

    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).