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Disclosery

FineMark National Bank & Trust: CALY position timeline

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

FineMark National Bank & Trust held 572,008 CALY 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 572,008 shares
    Change vs previous 13F -2,500 shares

    0.21% of the 13F portfolio, value $6,675,333.

    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 574,508 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $5,457,826.

    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 574,508 shares
    Change vs previous 13F -25,500 shares

    0.16% of the 13F portfolio, value $4,624,789.

    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 600,008 shares
    Change vs previous 13F +55,132 shares

    0.14% of the 13F portfolio, value $3,954,052.

    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 544,876 shares
    Change vs previous 13F +1,000 shares

    0.15% of the 13F portfolio, value $4,282,725.

    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 543,876 shares
    Change vs previous 13F +20,000 shares

    0.21% of the 13F portfolio, value $5,971,758.

    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 523,876 shares
    Change vs previous 13F +29,901 shares

    0.3% of the 13F portfolio, value $8,015,302.

    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 493,975 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,987,575.

    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).