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Disclosery

FineMark National Bank & Trust: IWB position timeline

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

FineMark National Bank & Trust held 68,977 IWB 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 68,977 shares
    Change vs previous 13F -2,079 shares

    0.8% of the 13F portfolio, value $25,758,770.

    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 71,056 shares
    Change vs previous 13F -2,374 shares

    0.85% of the 13F portfolio, value $25,969,546.

    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 73,430 shares
    Change vs previous 13F +1,168 shares

    0.85% of the 13F portfolio, value $24,934,625.

    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 72,262 shares
    Change vs previous 13F -313 shares

    0.81% of the 13F portfolio, value $22,165,645.

    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 72,575 shares
    Change vs previous 13F -537 shares

    0.82% of the 13F portfolio, value $23,380,762.

    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 73,112 shares
    Change vs previous 13F -331 shares

    0.8% of the 13F portfolio, value $22,985,681.

    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 73,443 shares
    Change vs previous 13F -716 shares

    0.81% of the 13F portfolio, value $21,852,230.

    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 74,159 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $21,360,016.

    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).