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Disclosery

FineMark National Bank & Trust: HLI position timeline

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

FineMark National Bank & Trust held 34,466 HLI 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 34,466 shares
    Change vs previous 13F +52 shares

    0.19% of the 13F portfolio, value $6,003,632.

    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 34,414 shares
    Change vs previous 13F -649 shares

    0.23% of the 13F portfolio, value $7,065,882.

    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 35,063 shares
    Change vs previous 13F +212 shares

    0.21% of the 13F portfolio, value $6,309,586.

    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 34,851 shares
    Change vs previous 13F -77 shares

    0.21% of the 13F portfolio, value $5,628,436.

    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 34,928 shares
    Change vs previous 13F -13,555 shares

    0.21% of the 13F portfolio, value $6,065,596.

    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 48,483 shares
    Change vs previous 13F -317 shares

    0.27% of the 13F portfolio, value $7,661,283.

    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 48,800 shares
    Change vs previous 13F +1,076 shares

    0.24% of the 13F portfolio, value $6,581,168.

    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 47,724 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,117,739.

    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).