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BAR HARBOR WEALTH MANAGEMENT: XLC position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 101,272 XLC 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 101,272 shares
    Change vs previous 13F +509 shares

    0.58% of the 13F portfolio, value $10,849,269.

    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 100,763 shares
    Change vs previous 13F +15,005 shares

    0.65% of the 13F portfolio, value $11,170,586.

    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 85,758 shares
    Change vs previous 13F +1,237 shares

    0.58% of the 13F portfolio, value $10,095,432.

    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 84,521 shares
    Change vs previous 13F +645 shares

    0.6% of the 13F portfolio, value $10,004,751.

    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 83,876 shares
    Change vs previous 13F +13,196 shares

    0.58% of the 13F portfolio, value $9,103,062.

    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 70,680 shares
    Change vs previous 13F -319 shares

    0.45% of the 13F portfolio, value $6,817,086.

    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 70,999 shares
    Change vs previous 13F -2,440 shares

    0.45% of the 13F portfolio, value $6,873,413.

    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 73,439 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,638,886.

    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).