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Disclosery

FineMark National Bank & Trust: IWR position timeline

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

FineMark National Bank & Trust held 61,035 IWR 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 61,035 shares
    Change vs previous 13F -196 shares

    0.18% of the 13F portfolio, value $5,875,839.

    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 61,231 shares
    Change vs previous 13F +726 shares

    0.19% of the 13F portfolio, value $5,911,853.

    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 60,505 shares
    Change vs previous 13F +729 shares

    0.19% of the 13F portfolio, value $5,564,644.

    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 59,776 shares
    Change vs previous 13F -1,094 shares

    0.19% of the 13F portfolio, value $5,085,144.

    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 60,870 shares
    Change vs previous 13F -787 shares

    0.19% of the 13F portfolio, value $5,380,908.

    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 61,657 shares
    Change vs previous 13F -5,422 shares

    0.19% of the 13F portfolio, value $5,434,447.

    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 67,079 shares
    Change vs previous 13F +22 shares

    0.2% of the 13F portfolio, value $5,438,765.

    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 67,057 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,638,823.

    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).