FineMark National Bank & Trust: IWD position timeline

FineMark National Bank & Trust held 2,016 IWD 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 2,016 shares

   Change vs previous 13F +102 shares

   0.01% of the 13F portfolio, value $424,045.

   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 1,914 shares

   Change vs previous 13F -317 shares

   0.01% of the 13F portfolio, value $389,671.

   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 2,231 shares

   Change vs previous 13F -38 shares

   0.01% of the 13F portfolio, value $433,327.

   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 2,269 shares

   Change vs previous 13F -157 shares

   0.02% of the 13F portfolio, value $426,935.

   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 2,426 shares

   Change vs previous 13F +38 shares

   0.02% of the 13F portfolio, value $449,125.

   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 2,388 shares

   Change vs previous 13F -7 shares

   0.02% of the 13F portfolio, value $453,242.

   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 2,395 shares

   Change vs previous 13F +364 shares

   0.02% of the 13F portfolio, value $417,855.

   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 2,031 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $363,772.

   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).