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BAR HARBOR WEALTH MANAGEMENT: XLP position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 166,037 XLP 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 166,037 shares
    Change vs previous 13F -189 shares

    0.74% of the 13F portfolio, value $13,792,694.

    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 166,226 shares
    Change vs previous 13F -186 shares

    0.8% of the 13F portfolio, value $13,627,207.

    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 166,412 shares
    Change vs previous 13F +990 shares

    0.75% of the 13F portfolio, value $12,926,884.

    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 165,422 shares
    Change vs previous 13F +71 shares

    0.78% of the 13F portfolio, value $12,964,122.

    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 165,351 shares
    Change vs previous 13F -1,937 shares

    0.86% of the 13F portfolio, value $13,388,470.

    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 167,288 shares
    Change vs previous 13F -3,918 shares

    0.91% of the 13F portfolio, value $13,662,411.

    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 171,206 shares
    Change vs previous 13F -72 shares

    0.88% of the 13F portfolio, value $13,458,504.

    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 171,278 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $14,216,074.

    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).