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Disclosery

FineMark National Bank & Trust: D position timeline

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

FineMark National Bank & Trust held 15,203 D 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 15,203 shares
    Change vs previous 13F -165 shares

    0.03% of the 13F portfolio, value $890,743.

    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 15,368 shares
    Change vs previous 13F +76 shares

    0.03% of the 13F portfolio, value $940,060.

    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 15,292 shares
    Change vs previous 13F +1,274 shares

    0.03% of the 13F portfolio, value $864,303.

    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 14,018 shares
    Change vs previous 13F -394 shares

    0.03% of the 13F portfolio, value $785,989.

    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 14,412 shares
    Change vs previous 13F +90 shares

    0.03% of the 13F portfolio, value $776,230.

    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 14,322 shares
    Change vs previous 13F +4,878 shares

    0.03% of the 13F portfolio, value $827,668.

    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 9,444 shares
    Change vs previous 13F -276 shares

    0.02% of the 13F portfolio, value $462,756.

    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 9,720 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $478,126.

    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).