BAR HARBOR WEALTH MANAGEMENT
All 13F Filings
- Location
- Concord, NH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,709,219
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 266 | 1,709,219 | 13F-HR | BAR HARBOR WEALTH MANAGEMENT |
| Q4 2025 | 1/22/2026 | 258 | 1,730,281 | 13F-HR | BAR HARBOR WEALTH MANAGEMENT |
| Q3 2025 | 10/15/2025 | 257 | 1,666,041 | 13F-HR | BAR HARBOR WEALTH MANAGEMENT |
| Q2 2025 | 7/23/2025 | 255 | 1,562,752 | 13F-HR | BAR HARBOR WEALTH MANAGEMENT |
| Q2 2014 | 7/9/2014 | 249 | 798,127 | 13F-HR | CHARTER TRUST CO |
| Q1 2014 | 4/28/2014 | 251 | 778,285 | 13F-HR | CHARTER TRUST CO |
| Q4 2013 | 1/15/2014 | 249 | 769,868 | 13F-HR | CHARTER TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.035 M | 60.6% | 0 | 496.1 K | -496.1 K |
| ETFs | 673.4 K | 39.4% | 475 K | 0 | 475 K |
| Debt | 390 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
1,709,219
Holdings
266
QoQ value change ($000)
-21,062
(-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.