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Disclosery

FineMark National Bank & Trust: IWS position timeline

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

FineMark National Bank & Trust held 56,530 IWS 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 56,530 shares
    Change vs previous 13F +46,800 shares

    0.25% of the 13F portfolio, value $7,973,556.

    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 9,730 shares
    Change vs previous 13F -333 shares

    0.04% of the 13F portfolio, value $1,358,989.

    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 10,063 shares
    Change vs previous 13F -3,329 shares

    0.05% of the 13F portfolio, value $1,329,724.

    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 13,392 shares
    Change vs previous 13F -2,980 shares

    0.06% of the 13F portfolio, value $1,686,990.

    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 16,372 shares
    Change vs previous 13F +1,685 shares

    0.07% of the 13F portfolio, value $2,117,554.

    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 14,687 shares
    Change vs previous 13F +5,995 shares

    0.07% of the 13F portfolio, value $1,942,355.

    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 8,692 shares
    Change vs previous 13F -44 shares

    0.04% of the 13F portfolio, value $1,049,472.

    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 8,736 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,094,882.

    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).