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Disclosery

FineMark National Bank & Trust: SDY position timeline

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

FineMark National Bank & Trust held 19,921 SDY 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 19,921 shares
    Change vs previous 13F +802 shares

    0.09% of the 13F portfolio, value $2,772,206.

    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 19,119 shares
    Change vs previous 13F -2,025 shares

    0.09% of the 13F portfolio, value $2,677,615.

    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 21,144 shares
    Change vs previous 13F -1,850 shares

    0.1% of the 13F portfolio, value $2,869,875.

    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 22,994 shares
    Change vs previous 13F -1,010 shares

    0.11% of the 13F portfolio, value $3,119,825.

    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 24,004 shares
    Change vs previous 13F -405 shares

    0.11% of the 13F portfolio, value $3,170,928.

    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 24,409 shares
    Change vs previous 13F -2,164 shares

    0.12% of the 13F portfolio, value $3,467,054.

    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 26,573 shares
    Change vs previous 13F +2,187 shares

    0.12% of the 13F portfolio, value $3,379,554.

    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 24,386 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,200,418.

    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).