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Disclosery

FineMark National Bank & Trust: XLE position timeline

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

FineMark National Bank & Trust held 22,672 XLE 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 22,672 shares
    Change vs previous 13F +11,335 shares

    0.03% of the 13F portfolio, value $1,013,665.

    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 11,337 shares
    Change vs previous 13F -3,334 shares

    0.03% of the 13F portfolio, value $1,012,847.

    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 14,671 shares
    Change vs previous 13F -84 shares

    0.04% of the 13F portfolio, value $1,244,247.

    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 14,755 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,378,854.

    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 14,755 shares
    Change vs previous 13F -164 shares

    0.04% of the 13F portfolio, value $1,263,913.

    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 14,919 shares
    Change vs previous 13F -1,981 shares

    0.05% of the 13F portfolio, value $1,309,888.

    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 16,900 shares
    Change vs previous 13F +3,114 shares

    0.06% of the 13F portfolio, value $1,540,435.

    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 13,786 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,301,536.

    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).