BAR HARBOR WEALTH MANAGEMENT
All 13F Filings
- Location
- Concord, NH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,822,681
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 284 | 1,822,681 | 13F-HR | BAR HARBOR WEALTH MANAGEMENT |
| Q2 2026 | 7/15/2026 | 268 | 1,862,159 | 13F-HR | BAR HARBOR WEALTH MANAGEMENT |
| 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 | 1.05 M | 57.6% | 0 | 36.75 K | -36.75 K |
| ETFs | 772.7 K | 42.4% | 0 | 2.718 K | -2.718 K |
| Debt | 380 | 0.0% | 0 | 8 | -8 |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
1,822,681
Holdings
284
QoQ value change ($000)
-39,478
(-2.1%)
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.