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Disclosery

FineMark National Bank & Trust: ITOT position timeline

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

FineMark National Bank & Trust held 1,886 ITOT 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 1,886 shares
    Change vs previous 13F +498 shares

    0.01% of the 13F portfolio, value $280,429.

    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 1,388 shares
    Change vs previous 13F -800 shares

    0.01% of the 13F portfolio, value $202,162.

    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 2,188 shares
    Change vs previous 13F +324 shares

    0.01% of the 13F portfolio, value $295,467.

    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 1,864 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $227,426.

    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).