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Disclosery

FineMark National Bank & Trust: SCHA position timeline

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

FineMark National Bank & Trust held 9,122 SCHA 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 9,122 shares
    Change vs previous 13F -1,400 shares

    0.01% of the 13F portfolio, value $259,794.

    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 10,522 shares
    Change vs previous 13F -2,680 shares

    0.01% of the 13F portfolio, value $293,563.

    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 13,202 shares
    Change vs previous 13F -1,132 shares

    0.01% of the 13F portfolio, value $334,010.

    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 14,334 shares
    Change vs previous 13F -276 shares

    0.01% of the 13F portfolio, value $335,845.

    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 14,610 shares
    Change vs previous 13F +7,001 shares

    0.01% of the 13F portfolio, value $377,814.

    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 7,609 shares
    Change vs previous 13F +2,791 shares

    0.01% of the 13F portfolio, value $391,863.

    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 4,818 shares
    Change vs previous 13F -380 shares

    0.01% of the 13F portfolio, value $228,614.

    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 5,198 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $255,949.

    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).