Brendel Financial Advisors LLC

Position in BHB — Bar Harbor Bankshares

CIK 1768065 HANOVER, NH

Position in BHB

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$323,299

+$11,154 QoQ

Shares Held

9,963

-0.9% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Brendel Financial Advisors LLC holds $628,553 across 2 Banks - Regional names. BHB ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BHB	Bar Harbor Bankshares This page	9,963	$323,299
2	SFST	Southern First Bancshares Inc	5,601	$305,254

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$323,299	9,963	-0.9%	Shares	Sole	2026-04-15
2025-12-31	$312,145	10,053	-16.4%	Shares	Sole	2026-01-26
2025-09-30	$366,129	12,020	0.0%	Shares	Sole	2025-10-20
2025-06-30	$360,119	12,020	+1.0%	Shares	Sole	2025-07-11
2025-03-31	$351,050	11,900	0.0%	Shares	Sole	2025-04-22
2024-12-31	$363,902	11,900	0.0%	Shares	Sole	2025-01-14
2024-09-30	$366,996	11,900	0.0%	Shares	Sole	2024-10-09
2024-06-30	$319,872	11,900	-5.7%	Shares	Sole	2024-07-15
2024-03-31	$334,177	12,620	0.0%	Shares	Sole	2024-04-30
2023-12-31	$370,523	12,620	-11.0%	Shares	Sole	2024-02-01
2023-03-31	$375,193	14,185	-22.7%	Shares	Sole	2023-04-06
2022-06-30	$474,634	18,354	0.0%	Shares	Sole	2022-07-26
2022-03-31	$525,291	18,354	0.0%	Shares	Sole	2022-05-10
2021-12-31	$530,981	18,354	0.0%	Shares	Sole	2022-02-10
2021-06-30	$525,291	18,354	0.0%	Shares	Sole	2021-07-21
2021-03-31	$539,974	18,354	0.0%	Shares	Sole	2021-04-14
2020-12-31	$414,616	18,354	0.0%	Shares	Sole	2021-02-12
2020-09-30	$377,174	18,354	-3.9%	Shares	Sole	2020-11-04
2020-06-30	$427,626	19,099	0.0%	Shares	Sole	2020-07-30
2020-03-31	$330,030	19,099	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.