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FineMark National Bank & Trust: XLK position timeline

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

FineMark National Bank & Trust held 23,844 XLK 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 23,844 shares
    Change vs previous 13F +12,201 shares

    0.11% of the 13F portfolio, value $3,432,820.

    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 11,643 shares
    Change vs previous 13F +38 shares

    0.11% of the 13F portfolio, value $3,281,695.

    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 11,605 shares
    Change vs previous 13F -510 shares

    0.1% of the 13F portfolio, value $2,938,734.

    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 12,115 shares
    Change vs previous 13F -220 shares

    0.09% of the 13F portfolio, value $2,501,505.

    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 12,335 shares
    Change vs previous 13F -85 shares

    0.1% of the 13F portfolio, value $2,868,134.

    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 12,420 shares
    Change vs previous 13F -897 shares

    0.1% of the 13F portfolio, value $2,803,939.

    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 13,317 shares
    Change vs previous 13F +226 shares

    0.11% of the 13F portfolio, value $3,012,704.

    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 13,091 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,726,462.

    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).