Skip to content
Disclosery

FineMark National Bank & Trust: PEP position timeline

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

FineMark National Bank & Trust held 45,391 PEP 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 45,391 shares
    Change vs previous 13F -930 shares

    0.2% of the 13F portfolio, value $6,514,516.

    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 46,321 shares
    Change vs previous 13F -2,786 shares

    0.21% of the 13F portfolio, value $6,505,321.

    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 49,107 shares
    Change vs previous 13F -1,987 shares

    0.22% of the 13F portfolio, value $6,484,088.

    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 51,094 shares
    Change vs previous 13F -1,450 shares

    0.28% of the 13F portfolio, value $7,661,034.

    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 52,544 shares
    Change vs previous 13F -3,543 shares

    0.28% of the 13F portfolio, value $7,989,840.

    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 56,087 shares
    Change vs previous 13F +1,598 shares

    0.33% of the 13F portfolio, value $9,537,594.

    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 54,489 shares
    Change vs previous 13F -824 shares

    0.33% of the 13F portfolio, value $8,986,870.

    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 55,313 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,680,328.

    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).