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Disclosery

FineMark National Bank & Trust: BR position timeline

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

FineMark National Bank & Trust held 54,807 BR 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 54,807 shares
    Change vs previous 13F -2,353 shares

    0.38% of the 13F portfolio, value $12,231,278.

    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 57,160 shares
    Change vs previous 13F -290 shares

    0.44% of the 13F portfolio, value $13,613,797.

    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 57,450 shares
    Change vs previous 13F -76 shares

    0.48% of the 13F portfolio, value $13,962,073.

    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 57,526 shares
    Change vs previous 13F +1,492 shares

    0.51% of the 13F portfolio, value $13,947,753.

    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 56,034 shares
    Change vs previous 13F +1,035 shares

    0.44% of the 13F portfolio, value $12,668,727.

    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 54,999 shares
    Change vs previous 13F -851 shares

    0.41% of the 13F portfolio, value $11,826,434.

    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 55,850 shares
    Change vs previous 13F +1,274 shares

    0.41% of the 13F portfolio, value $11,002,450.

    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 54,576 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $11,180,439.

    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).