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Disclosery

FineMark National Bank & Trust: IWO position timeline

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

FineMark National Bank & Trust held 11,121 IWO 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 11,121 shares
    Change vs previous 13F +3,427 shares

    0.11% of the 13F portfolio, value $3,592,194.

    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 7,694 shares
    Change vs previous 13F -336 shares

    0.08% of the 13F portfolio, value $2,462,387.

    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 8,030 shares
    Change vs previous 13F -572 shares

    0.08% of the 13F portfolio, value $2,295,455.

    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 8,602 shares
    Change vs previous 13F -112 shares

    0.08% of the 13F portfolio, value $2,198,069.

    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 8,714 shares
    Change vs previous 13F +171 shares

    0.09% of the 13F portfolio, value $2,508,063.

    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 8,543 shares
    Change vs previous 13F +1,048 shares

    0.08% of the 13F portfolio, value $2,426,212.

    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 7,495 shares
    Change vs previous 13F +603 shares

    0.07% of the 13F portfolio, value $1,967,662.

    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 6,892 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,866,353.

    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).