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Disclosery

BAR HARBOR WEALTH MANAGEMENT: XLV position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 98,551 XLV 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 98,551 shares
    Change vs previous 13F -23,248 shares

    0.84% of the 13F portfolio, value $15,636,102.

    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 121,799 shares
    Change vs previous 13F -8,274 shares

    1.04% of the 13F portfolio, value $17,856,951.

    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 130,073 shares
    Change vs previous 13F +1,219 shares

    1.16% of the 13F portfolio, value $20,135,300.

    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 128,854 shares
    Change vs previous 13F -6,656 shares

    1.08% of the 13F portfolio, value $17,932,611.

    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 135,510 shares
    Change vs previous 13F -6,049 shares

    1.17% of the 13F portfolio, value $18,265,393.

    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 141,559 shares
    Change vs previous 13F -2,979 shares

    1.37% of the 13F portfolio, value $20,669,030.

    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 144,538 shares
    Change vs previous 13F -2,743 shares

    1.3% of the 13F portfolio, value $19,884,093.

    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 147,281 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $22,684,220.

    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).