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Disclosery

BAR HARBOR WEALTH MANAGEMENT: XLF position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 478,174 XLF 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 478,174 shares
    Change vs previous 13F -221 shares

    1.38% of the 13F portfolio, value $25,634,908.

    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 478,395 shares
    Change vs previous 13F +32,080 shares

    1.38% of the 13F portfolio, value $23,618,361.

    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 446,315 shares
    Change vs previous 13F +751 shares

    1.41% of the 13F portfolio, value $24,444,673.

    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 445,564 shares
    Change vs previous 13F -235 shares

    1.44% of the 13F portfolio, value $24,002,533.

    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 445,799 shares
    Change vs previous 13F +25,258 shares

    1.49% of the 13F portfolio, value $23,346,494.

    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 420,541 shares
    Change vs previous 13F -3,863 shares

    1.39% of the 13F portfolio, value $20,947,147.

    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 424,404 shares
    Change vs previous 13F -844 shares

    1.34% of the 13F portfolio, value $20,511,445.

    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 425,248 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $19,272,239.

    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).