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Disclosery

FineMark National Bank & Trust: IWP position timeline

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

FineMark National Bank & Trust held 64,014 IWP 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 64,014 shares
    Change vs previous 13F +23,175 shares

    0.27% of the 13F portfolio, value $8,766,077.

    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 40,839 shares
    Change vs previous 13F +2,130 shares

    0.19% of the 13F portfolio, value $5,815,881.

    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 38,709 shares
    Change vs previous 13F -1,740 shares

    0.18% of the 13F portfolio, value $5,368,164.

    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 40,449 shares
    Change vs previous 13F +9,330 shares

    0.17% of the 13F portfolio, value $4,752,353.

    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 31,119 shares
    Change vs previous 13F +6,078 shares

    0.14% of the 13F portfolio, value $3,944,333.

    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 25,041 shares
    Change vs previous 13F +712 shares

    0.1% of the 13F portfolio, value $2,937,058.

    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 24,329 shares
    Change vs previous 13F -49 shares

    0.1% of the 13F portfolio, value $2,684,705.

    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 24,378 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,782,504.

    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).