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Disclosery

FineMark National Bank & Trust: WSO position timeline

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

FineMark National Bank & Trust held 20,823 WSO 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 20,823 shares
    Change vs previous 13F +4,199 shares

    0.22% of the 13F portfolio, value $7,016,309.

    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 16,624 shares
    Change vs previous 13F +337 shares

    0.22% of the 13F portfolio, value $6,721,083.

    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 16,287 shares
    Change vs previous 13F +71 shares

    0.24% of the 13F portfolio, value $7,192,664.

    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 16,216 shares
    Change vs previous 13F -139 shares

    0.3% of the 13F portfolio, value $8,242,592.

    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 16,355 shares
    Change vs previous 13F -381 shares

    0.27% of the 13F portfolio, value $7,750,470.

    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 16,736 shares
    Change vs previous 13F -3,496 shares

    0.29% of the 13F portfolio, value $8,232,103.

    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 20,232 shares
    Change vs previous 13F +459 shares

    0.35% of the 13F portfolio, value $9,372,271.

    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 19,773 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,541,342.

    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).