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Creative Planning BHB Position History
Bar Harbor Bankshares • Banking
Quarters held
8
Latest value
$921K
Q3 2026
Peak value
$921K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17K |
| Q3 2025 | $663K |
| Q4 2025 | $545K |
| Q1 2026 | $589K |
| Q2 2026 | $13K |
| Q2 2026 | $776K |
| Q3 2026 | $24K |
| Q3 2026 | $921K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $921K | 23.8K | — | — |
| Q3 2026 | $24K | 618 | — | — |
| Q2 2026 | $776K | 20.5K | — | — |
| Q2 2026 | $13K | 349 | — | — |
| Q1 2026 | $589K | 18.1K | — | — |
| Q4 2025 | $545K | 17.5K | — | — |
| Q3 2025 | $663K | 21.8K | — | — |
| Q3 2025 | $17K | 567 | — | — |