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Disclosery

FineMark National Bank & Trust: STZ position timeline

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

FineMark National Bank & Trust held 3,849 STZ 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 3,849 shares
    Change vs previous 13F -334 shares

    0.02% of the 13F portfolio, value $531,008.

    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 4,183 shares
    Change vs previous 13F -4,162 shares

    0.02% of the 13F portfolio, value $563,324.

    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 8,345 shares
    Change vs previous 13F -905 shares

    0.05% of the 13F portfolio, value $1,357,564.

    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 9,250 shares
    Change vs previous 13F -46,249 shares

    0.06% of the 13F portfolio, value $1,697,560.

    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 55,499 shares
    Change vs previous 13F +199 shares

    0.43% of the 13F portfolio, value $12,265,279.

    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 55,300 shares
    Change vs previous 13F +493 shares

    0.5% of the 13F portfolio, value $14,250,257.

    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 54,807 shares
    Change vs previous 13F +2,143 shares

    0.52% of the 13F portfolio, value $14,100,744.

    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 52,664 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $14,311,968.

    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).