BAR HARBOR WEALTH MANAGEMENT SEC EDGAR Filings (CIK 0001035463)

SEC EDGAR filings, ownership reports, and insider transactions for BAR HARBOR WEALTH MANAGEMENT.

Business address
90 North Main Street, Concord, NH, 03301
Top securities (13F)
XLK, IVV, AAPL, AGG, LLY, MSFT, JNJ, GOOGL, XLY, COST, VEA, IJH, IJR, JPM, XOM, XLI, XLF, CAT, QQQ, and IBM
State of incorporation
NH
Fiscal year end
31 December
Former names
CHARTER TRUST CO (to 14 Apr 2022), NEW LONDON TRUST FSB (to 06 May 1999)
⭐ Add to watchlist ⭐
BAR HARBOR WEALTH MANAGEMENT has filed 105 SEC EDGAR filings since 06 May 1999

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 15 Oct 2025 30 Sep 2025 028-06264
N-PX Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-06264
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-06264
13F-HR Open Document Open Filing 16 Apr 2025 31 Mar 2025 028-06264
13F-HR Open Document Open Filing 13 Jan 2025 31 Dec 2024 028-06264
13F-HR Open Document Open Filing 16 Oct 2024 30 Sep 2024 028-06264
N-PX Open Document Open Filing 20 Aug 2024 30 Jun 2024 028-06264
13F-HR Open Document Open Filing 17 Jul 2024 30 Jun 2024 028-06264
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-06264
13F-HR Open Document Open Filing 17 Jan 2024 31 Dec 2023 028-06264
13F-HR Open Document Open Filing 28 Nov 2023 30 Sep 2023 028-06264
13F-HR Open Document Open Filing 09 Aug 2023 30 Jun 2023 028-06264
13F-HR/A Open Document Open Filing 09 Jun 2023 31 Dec 2022 028-06264
13F-HR Open Document Open Filing 24 Apr 2023 31 Mar 2023 028-06264
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-06264
13F-HR Open Document Open Filing 24 Oct 2022 30 Sep 2022 028-06264
13F-HR Open Document Open Filing 12 Aug 2022 30 Jun 2022 028-06264
13F-HR Open Document Open Filing 14 Apr 2022 31 Mar 2022 028-06264
13F-HR Open Document Open Filing 28 Jan 2022 31 Dec 2021 028-06264
13F-HR Open Document Open Filing 15 Nov 2021 30 Sep 2021 028-06264
13F-HR Open Document Open Filing 11 Aug 2021 30 Jun 2021 028-06264
13F-HR Open Document Open Filing 06 May 2021 31 Mar 2021 028-06264
13F-HR Open Document Open Filing 09 Feb 2021 31 Dec 2020 028-06264
13F-HR Open Document Open Filing 02 Nov 2020 30 Sep 2020 028-06264
13F-HR Open Document Open Filing 04 Aug 2020 30 Jun 2020 028-06264
13F-HR Open Document Open Filing 14 May 2020 31 Mar 2020 028-06264
13F-HR Open Document Open Filing 11 Feb 2020 31 Dec 2019 028-06264
13F-HR Open Document Open Filing 07 Nov 2019 30 Sep 2019 028-06264
13F-HR Open Document Open Filing 01 Aug 2019 30 Jun 2019 028-06264
13F-HR Open Document Open Filing 10 May 2019 31 Mar 2019 028-06264
13F-HR Open Document Open Filing 13 Feb 2019 31 Dec 2018 028-06264
13F-HR Open Document Open Filing 14 Nov 2018 30 Sep 2018 028-06264
13F-HR Open Document Open Filing 10 Aug 2018 30 Jun 2018 028-06264
13F-HR Open Document Open Filing 06 Apr 2018 31 Mar 2018 028-06264
13F-HR Open Document Open Filing 17 Jan 2018 31 Dec 2017 028-06264
13F-HR Open Document Open Filing 11 Oct 2017 30 Sep 2017 028-06264
13F-HR Open Document Open Filing 10 Jul 2017 30 Jun 2017 028-06264
13F-HR Open Document Open Filing 07 Apr 2017 31 Mar 2017 028-06264
13F-HR Open Document Open Filing 19 Jan 2017 31 Dec 2016 028-06264
13F-HR Open Document Open Filing 14 Oct 2016 30 Sep 2016 028-06264
13F-HR Open Document Open Filing 19 Jul 2016 30 Jun 2016 028-06264
13F-HR Open Document Open Filing 08 Apr 2016 31 Mar 2016 028-06264
13F-HR Open Document Open Filing 11 Jan 2016 31 Dec 2015 028-06264
13F-HR Open Document Open Filing 16 Oct 2015 30 Sep 2015 028-06264
13F-HR Open Document Open Filing 20 Jul 2015 30 Jun 2015 028-06264
13F-HR Open Document Open Filing 07 Apr 2015 31 Mar 2015 028-06264
13F-HR Open Document Open Filing 14 Jan 2015 31 Dec 2014 028-06264
13F-HR Open Document Open Filing 21 Oct 2014 30 Sep 2014 028-06264
13F-HR Open Document Open Filing 09 Jul 2014 30 Jun 2014 028-06264
13F-HR Open Document Open Filing 28 Apr 2014 31 Mar 2014 028-06264
13F-HR Open Document Open Filing 15 Jan 2014 31 Dec 2013 028-06264
13F-HR Open Document Open Filing 23 Oct 2013 30 Sep 2013 028-06264
13F-HR Open Document Open Filing 25 Jul 2013 30 Jun 2013 028-06264
13F-HR Open Document Open Filing 28 May 2013 31 Mar 2013 028-06264
13F-HR Open Document Open Filing FOURTH QUARTER 2012 24 Jan 2013 31 Dec 2012 028-06264
13F-HR Open Document Open Filing THIRD QUARTER 2012 12 Oct 2012 30 Sep 2012 028-06264
13F-HR Open Document Open Filing SECOND QUARTER 2012 16 Jul 2012 30 Jun 2012 028-06264
13F-HR Open Document Open Filing FIRST QUARTER 2012 19 Apr 2012 31 Mar 2012 028-06264
13F-HR Open Document Open Filing FOURTH QUARTER 2011 20 Jan 2012 31 Dec 2011 028-06264
13F-HR Open Document Open Filing THIRD QUARTER 2011 04 Nov 2011 30 Sep 2011 028-06264
13F-HR Open Document Open Filing SECOND QUARTER 2011 15 Jul 2011 30 Jun 2011 028-06264
13F-HR Open Document Open Filing FIRST QUARTER 2011 11 Apr 2011 31 Mar 2011 028-06264
13F-HR Open Document Open Filing FOURTH QUARTER 2010 25 Jan 2011 31 Dec 2010 028-06264
13F-HR Open Document Open Filing THIRD QUARTER 2010 18 Oct 2010 30 Sep 2010 028-06264
13F-HR Open Document Open Filing SECOND QUARTER 2010 12 Jul 2010 30 Jun 2010 028-06264
13F-HR Open Document Open Filing FIRST QUARTER 2010 28 Apr 2010 31 Mar 2010 028-06264
13F-HR Open Document Open Filing FOURTH QUARTER 2009 21 Jan 2010 31 Dec 2009 028-06264