FineMark National Bank & Trust: IJH position timeline

FineMark National Bank & Trust held 534,122 IJH 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 534,122 shares

   Change vs previous 13F +40,463 shares

   1.1% of the 13F portfolio, value $35,252,052.

   13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-09-30

   13F 493,659 shares

   Change vs previous 13F -5,860 shares

   1.05% of the 13F portfolio, value $32,216,186.

   13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 499,519 shares

   Change vs previous 13F -74,366 shares

   1.05% of the 13F portfolio, value $30,980,168.

   13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 573,885 shares

   Change vs previous 13F -38,981 shares

   1.22% of the 13F portfolio, value $33,486,189.

   13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 612,866 shares

   Change vs previous 13F +5,589 shares

   1.33% of the 13F portfolio, value $38,187,680.

   13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-09-30

   13F 607,277 shares

   Change vs previous 13F +8,007 shares

   1.32% of the 13F portfolio, value $37,845,502.

   13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-06-30

   13F 599,270 shares

   Change vs previous 13F -3,928 shares

   1.29% of the 13F portfolio, value $35,069,280.

   13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
   Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-03-31

   13F 603,198 shares

   Change vs previous 13F not available

   1.36% of the 13F portfolio, value $36,638,246.

   13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).