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Disclosery

FineMark National Bank & Trust: IVV position timeline

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

FineMark National Bank & Trust held 237,563 IVV 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 237,563 shares
    Change vs previous 13F +8,185 shares

    5.08% of the 13F portfolio, value $162,716,400.

    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 229,378 shares
    Change vs previous 13F +4,642 shares

    5.01% of the 13F portfolio, value $153,522,695.

    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 224,736 shares
    Change vs previous 13F +959 shares

    4.75% of the 13F portfolio, value $139,538,582.

    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 223,777 shares
    Change vs previous 13F +87 shares

    4.59% of the 13F portfolio, value $125,740,296.

    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 223,690 shares
    Change vs previous 13F +1,261 shares

    4.59% of the 13F portfolio, value $131,681,828.

    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 222,429 shares
    Change vs previous 13F +641 shares

    4.46% of the 13F portfolio, value $128,301,495.

    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 221,788 shares
    Change vs previous 13F +11,788 shares

    4.47% of the 13F portfolio, value $121,369,047.

    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 210,000 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $110,403,300.

    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).