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Disclosery

FineMark National Bank & Trust: SCHD position timeline

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

FineMark National Bank & Trust held 16,180 SCHD 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 16,180 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $443,817.

    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 16,180 shares
    Change vs previous 13F -9,477 shares

    0.01% of the 13F portfolio, value $441,714.

    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 25,657 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $679,910.

    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 25,657 shares
    Change vs previous 13F -350 shares

    0.03% of the 13F portfolio, value $717,369.

    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 26,007 shares
    Change vs previous 13F +17,198 shares

    0.02% of the 13F portfolio, value $710,511.

    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 8,809 shares
    Change vs previous 13F +3,797 shares

    0.03% of the 13F portfolio, value $744,624.

    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 5,012 shares
    Change vs previous 13F -406 shares

    0.01% of the 13F portfolio, value $389,733.

    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 5,418 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $436,853.

    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).