Skip to content
Disclosery

FineMark National Bank & Trust: DFLV position timeline

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

FineMark National Bank & Trust held 115,034 DFLV 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 115,034 shares
    Change vs previous 13F +49,481 shares

    0.12% of the 13F portfolio, value $3,935,313.

    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 65,553 shares
    Change vs previous 13F +6,944 shares

    0.07% of the 13F portfolio, value $2,156,693.

    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 58,609 shares
    Change vs previous 13F +16,830 shares

    0.06% of the 13F portfolio, value $1,818,051.

    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 41,779 shares
    Change vs previous 13F -2,042 shares

    0.05% of the 13F portfolio, value $1,277,184.

    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 43,821 shares
    Change vs previous 13F +1,588 shares

    0.05% of the 13F portfolio, value $1,315,944.

    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 42,233 shares
    Change vs previous 13F +21,795 shares

    0.05% of the 13F portfolio, value $1,301,198.

    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 20,438 shares
    Change vs previous 13F +4,516 shares

    0.02% of the 13F portfolio, value $590,862.

    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 15,922 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $477,500.

    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).