Skip to content
Disclosery

BAR HARBOR WEALTH MANAGEMENT: XLY position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 284,042 XLY 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 284,042 shares
    Change vs previous 13F -771 shares

    1.79% of the 13F portfolio, value $33,312,446.

    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 284,813 shares
    Change vs previous 13F +13,701 shares

    1.82% of the 13F portfolio, value $31,038,921.

    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 271,112 shares
    Change vs previous 13F +135,444 shares

    1.87% of the 13F portfolio, value $32,373,484.

    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 135,668 shares
    Change vs previous 13F +142 shares

    1.95% of the 13F portfolio, value $32,511,480.

    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 135,526 shares
    Change vs previous 13F +6,125 shares

    1.88% of the 13F portfolio, value $29,453,866.

    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 129,401 shares
    Change vs previous 13F -1,349 shares

    1.69% of the 13F portfolio, value $25,551,521.

    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 130,750 shares
    Change vs previous 13F -69 shares

    1.92% of the 13F portfolio, value $29,333,763.

    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 130,819 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $26,212,203.

    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).