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Disclosery

FineMark National Bank & Trust: WEC position timeline

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

FineMark National Bank & Trust held 8,048 WEC 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 8,048 shares
    Change vs previous 13F -2,019 shares

    0.03% of the 13F portfolio, value $848,742.

    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 10,067 shares
    Change vs previous 13F +1,978 shares

    0.04% of the 13F portfolio, value $1,153,577.

    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 8,089 shares
    Change vs previous 13F -28 shares

    0.03% of the 13F portfolio, value $842,873.

    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 8,117 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $884,590.

    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 8,079 shares
    Change vs previous 13F -559 shares

    0.03% of the 13F portfolio, value $759,749.

    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 8,638 shares
    Change vs previous 13F +50 shares

    0.03% of the 13F portfolio, value $830,802.

    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 8,588 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $673,814.

    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 8,738 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $717,564.

    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).