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FineMark National Bank & Trust: WMB position timeline

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

FineMark National Bank & Trust held 6,243 WMB 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 6,243 shares
    Change vs previous 13F -258 shares

    0.01% of the 13F portfolio, value $375,266.

    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 6,501 shares
    Change vs previous 13F -2,894 shares

    0.01% of the 13F portfolio, value $411,838.

    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 9,395 shares
    Change vs previous 13F +52 shares

    0.02% of the 13F portfolio, value $590,099.

    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 9,343 shares
    Change vs previous 13F -1,836 shares

    0.02% of the 13F portfolio, value $558,337.

    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 11,179 shares
    Change vs previous 13F -1,037 shares

    0.02% of the 13F portfolio, value $605,007.

    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 12,216 shares
    Change vs previous 13F -217 shares

    0.02% of the 13F portfolio, value $557,660.

    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 12,433 shares
    Change vs previous 13F +5,368 shares

    0.02% of the 13F portfolio, value $528,402.

    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 7,065 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $275,323.

    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).