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BAR HARBOR WEALTH MANAGEMENT: XLU position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 199,519 XLU 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 199,519 shares
    Change vs previous 13F +1,095 shares

    0.49% of the 13F portfolio, value $9,046,191.

    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 198,424 shares
    Change vs previous 13F +7,534 shares

    0.53% of the 13F portfolio, value $9,105,677.

    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 190,890 shares
    Change vs previous 13F +96,799 shares

    0.47% of the 13F portfolio, value $8,149,094.

    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 94,091 shares
    Change vs previous 13F +5,189 shares

    0.49% of the 13F portfolio, value $8,205,676.

    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 88,902 shares
    Change vs previous 13F +5,034 shares

    0.46% of the 13F portfolio, value $7,259,737.

    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 83,868 shares
    Change vs previous 13F +6,620 shares

    0.44% of the 13F portfolio, value $6,612,992.

    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 77,248 shares
    Change vs previous 13F +904 shares

    0.38% of the 13F portfolio, value $5,846,901.

    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 76,344 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,167,068.

    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).