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BAR HARBOR WEALTH MANAGEMENT: XLRE position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 72,357 XLRE 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 72,357 shares
    Change vs previous 13F -2,532 shares

    0.17% of the 13F portfolio, value $3,185,879.

    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 74,889 shares
    Change vs previous 13F -239 shares

    0.18% of the 13F portfolio, value $3,057,718.

    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 75,128 shares
    Change vs previous 13F +605 shares

    0.18% of the 13F portfolio, value $3,031,415.

    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 74,523 shares
    Change vs previous 13F +397 shares

    0.19% of the 13F portfolio, value $3,139,654.

    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 74,126 shares
    Change vs previous 13F -142 shares

    0.2% of the 13F portfolio, value $3,070,299.

    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 74,268 shares
    Change vs previous 13F -67 shares

    0.21% of the 13F portfolio, value $3,108,116.

    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 74,335 shares
    Change vs previous 13F +2,631 shares

    0.2% of the 13F portfolio, value $3,023,204.

    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 71,704 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,203,018.

    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).