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Disclosery

FineMark National Bank & Trust: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FineMark National Bank & Trust on AGG, newest first. How the timeline and the estimate are built.

FineMark National Bank & Trust held 37,033 AGG shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 37,033 shares
    Change vs previous 13F +4,419 shares

    0.12% of the 13F portfolio, value $3,698,856.

    13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 32,614 shares
    Change vs previous 13F +9,361 shares

    0.11% of the 13F portfolio, value $3,269,553.

    13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 23,253 shares
    Change vs previous 13F -455 shares

    0.08% of the 13F portfolio, value $2,306,697.

    13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 23,708 shares
    Change vs previous 13F -642 shares

    0.09% of the 13F portfolio, value $2,345,195.

    13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 24,350 shares
    Change vs previous 13F +1,241 shares

    0.08% of the 13F portfolio, value $2,359,515.

    13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 23,109 shares
    Change vs previous 13F +8,450 shares

    0.08% of the 13F portfolio, value $2,340,248.

    13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 14,659 shares
    Change vs previous 13F +108 shares

    0.05% of the 13F portfolio, value $1,422,949.

    13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 14,551 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,425,124.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).