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Disclosery

FineMark National Bank & Trust: IVE position timeline

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

FineMark National Bank & Trust held 70,134 IVE 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 70,134 shares
    Change vs previous 13F -826 shares

    0.46% of the 13F portfolio, value $14,873,317.

    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 70,960 shares
    Change vs previous 13F -1,675 shares

    0.48% of the 13F portfolio, value $14,653,949.

    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 72,635 shares
    Change vs previous 13F -333 shares

    0.48% of the 13F portfolio, value $14,194,331.

    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 72,968 shares
    Change vs previous 13F -10,044 shares

    0.51% of the 13F portfolio, value $13,906,241.

    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 83,012 shares
    Change vs previous 13F +1,618 shares

    0.55% of the 13F portfolio, value $15,845,330.

    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 81,394 shares
    Change vs previous 13F +3,462 shares

    0.56% of the 13F portfolio, value $16,048,454.

    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 77,932 shares
    Change vs previous 13F -873 shares

    0.52% of the 13F portfolio, value $14,184,403.

    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 78,805 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $14,721,562.

    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).