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Disclosery

FineMark National Bank & Trust: EXC position timeline

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

FineMark National Bank & Trust held 104,246 EXC 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 104,246 shares
    Change vs previous 13F +870 shares

    0.14% of the 13F portfolio, value $4,544,083.

    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 103,376 shares
    Change vs previous 13F +911 shares

    0.15% of the 13F portfolio, value $4,652,953.

    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 102,465 shares
    Change vs previous 13F -57 shares

    0.15% of the 13F portfolio, value $4,449,030.

    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 102,522 shares
    Change vs previous 13F +3,601 shares

    0.17% of the 13F portfolio, value $4,724,213.

    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 98,921 shares
    Change vs previous 13F -4,897 shares

    0.13% of the 13F portfolio, value $3,723,386.

    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 103,818 shares
    Change vs previous 13F -251 shares

    0.15% of the 13F portfolio, value $4,209,819.

    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 104,069 shares
    Change vs previous 13F +4,220 shares

    0.13% of the 13F portfolio, value $3,601,828.

    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 99,849 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,751,326.

    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).