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Disclosery

FineMark National Bank & Trust: XMLV position timeline

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

FineMark National Bank & Trust held 21,131 XMLV 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 21,131 shares
    Change vs previous 13F +445 shares

    0.04% of the 13F portfolio, value $1,317,894.

    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 20,686 shares
    Change vs previous 13F -317 shares

    0.04% of the 13F portfolio, value $1,314,802.

    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 21,003 shares
    Change vs previous 13F -1,268 shares

    0.04% of the 13F portfolio, value $1,295,255.

    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 22,271 shares
    Change vs previous 13F -515 shares

    0.05% of the 13F portfolio, value $1,374,566.

    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 22,786 shares
    Change vs previous 13F -1,254 shares

    0.05% of the 13F portfolio, value $1,385,844.

    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 24,040 shares
    Change vs previous 13F -2,378 shares

    0.05% of the 13F portfolio, value $1,467,401.

    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 26,418 shares
    Change vs previous 13F -290 shares

    0.05% of the 13F portfolio, value $1,459,066.

    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 26,708 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,506,331.

    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).