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Disclosery

FineMark National Bank & Trust: AXP position timeline

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

FineMark National Bank & Trust held 7,742 AXP 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 7,742 shares
    Change vs previous 13F -504 shares

    0.09% of the 13F portfolio, value $2,864,152.

    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 8,246 shares
    Change vs previous 13F -602 shares

    0.09% of the 13F portfolio, value $2,738,991.

    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 8,848 shares
    Change vs previous 13F +504 shares

    0.1% of the 13F portfolio, value $2,822,335.

    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 8,344 shares
    Change vs previous 13F -467 shares

    0.08% of the 13F portfolio, value $2,244,953.

    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 8,811 shares
    Change vs previous 13F +77 shares

    0.09% of the 13F portfolio, value $2,615,016.

    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 8,734 shares
    Change vs previous 13F -165 shares

    0.08% of the 13F portfolio, value $2,368,660.

    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 8,899 shares
    Change vs previous 13F +575 shares

    0.08% of the 13F portfolio, value $2,060,563.

    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 8,324 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,895,291.

    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).