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Disclosery

BAR HARBOR WEALTH MANAGEMENT: XLE position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 174,918 XLE 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 174,918 shares
    Change vs previous 13F -3,592 shares

    0.5% of the 13F portfolio, value $9,289,895.

    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 178,510 shares
    Change vs previous 13F -14 shares

    0.64% of the 13F portfolio, value $10,935,523.

    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 178,524 shares
    Change vs previous 13F +91,187 shares

    0.46% of the 13F portfolio, value $7,981,808.

    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 87,337 shares
    Change vs previous 13F -56 shares

    0.47% of the 13F portfolio, value $7,802,688.

    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 87,393 shares
    Change vs previous 13F +211 shares

    0.47% of the 13F portfolio, value $7,411,800.

    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 87,182 shares
    Change vs previous 13F -162 shares

    0.54% of the 13F portfolio, value $8,147,158.

    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 87,344 shares
    Change vs previous 13F +972 shares

    0.49% of the 13F portfolio, value $7,481,887.

    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 86,372 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,583,462.

    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).