FineMark National Bank & Trust

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Fort Myers, FL
CIK
0001537720
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 414 2,445,012 UPS, SPY, AAPL, IVV 13F-HR 2/9/2024 000153772024000002
Q3 2023 417 2,298,656 UPS, SPY, AAPL, IVV RESTATEMENT 11/15/2023 000153772023000012
Q2 2023 431 2,433,576 UPS, SPY, AAPL, IVV 13F-HR 8/14/2023 000153772023000008
Q1 2023 424 2,341,261 UPS, SPY, AAPL, IVV 13F-HR 5/8/2023 000153772023000006
Q4 2022 410 2,222,016 UPS, SPY, AAPL, FNBT 13F-HR 2/9/2023 000153772023000003
Q3 2022 397 2,086,340 UPS, SPY, AAPL, UPS puts 13F-HR 11/14/2022 000153772022000009
Q2 2022 425 2,261,081 UPS, SPY, AAPL, UPS puts 13F-HR 8/9/2022 000153772022000007
Q1 2022 455 2,529,671 UPS, SPY, AAPL, FNBT 13F-HR 5/16/2022 000153772022000005
Q4 2021 467 2,642,946 UPS, SPY, AAPL, FNBT 13F-HR 2/14/2022 000153772022000002
Q3 2021 452 2,362,712 UPS, SPY, AAPL, FNBT 13F-HR 11/12/2021 000153772021000011
Q2 2021 454 2,461,237 UPS, SPY, AAPL, FNBT 13F-HR 8/13/2021 000153772021000009
Q1 2021 446 2,364,746 UPS, SPY, AAPL, FNBT 13F-HR 5/12/2021 000153772021000006
Q4 2020 425 2,237,209 UPS, SPY, AAPL, FNBT 13F-HR 2/10/2021 000153772021000004
Q3 2020 392 2,065,799 UPS, SPY, AAPL, MSFT 13F-HR 11/12/2020 000153772020000008
Q2 2020 380 1,811,045 UPS, SPY, AAPL, FNBT 13F-HR 8/13/2020 000153772020000006
Q1 2020 355 1,594,117 UPS, SPY, FNBT, AAPL 13F-HR 5/6/2020 000153772020000004
Q4 2019 389 1,998,762 UPS, SPY, FNBT, AAPL 13F-HR 2/7/2020 000153772020000002
Q3 2019 382 1,879,866 UPS, SPY, FNBT, MDY 13F-HR 11/8/2019 000153772019000010
Q2 2019 368 1,798,423 UPS, SPY, FNBT, MDY 13F-HR 8/8/2019 000153772019000008
Q1 2019 340 1,721,915 UPS, SPY, FNBT, MDY 13F-HR 5/7/2019 000153772019000006
Q4 2018 337 1,474,999 UPS, SPY, MDY, IWM 13F-HR 2/7/2019 000153772019000003
Q3 2018 334 1,642,466 UPS, SPY, IWM, MDY 13F-HR 11/2/2018 000153772018000008
Q2 2018 400 1,649,821 UPS, SPY, IWM, MDY 13F-HR 8/3/2018 000153772018000006
Q1 2018 389 1,571,370 UPS, SPY, MDY, IWM 13F-HR 4/26/2018 000153772018000004
Q4 2017 366 1,574,765 UPS, SPY, MDY, IWM 13F-HR 1/30/2018 000153772018000002
Q3 2017 369 1,498,505 UPS, SPY, MDY, IWM 13F-HR 10/30/2017 000153772017000009
Q2 2017 355 1,392,925 UPS, SPY, MDY, IWM 13F-HR 7/26/2017 000153772017000007
Q1 2017 369 1,365,532 UPS, SPY, IWM, MDY 13F-HR 5/12/2017 000153772017000005
Q4 2016 1,628 1,248,888 UPS, SPY, IWM, MDY 13F-HR 2/13/2017 000153772017000003
Q3 2016 1,649 936,305 SPY, IWM, AAPL, MDY 13F-HR 11/10/2016 000153772016000016
Q2 2016 1,729 897,430 SPY, IWM, AAPL, XOM 13F-HR 8/8/2016 000153772016000014
Q1 2016 1,624 851,378 SPY, AAPL, IWM, XOM 13F-HR 5/10/2016 000153772016000012
Q4 2015 1,683 837,400 SPY, IWM, AAPL, XOM 13F-HR 2/9/2016 000153772016000010
Q3 2015 1,944 741,461 SPY, AAPL, IWM, XOM 13F-HR 11/13/2015 000153772015000008
Q2 2015 1,808 765,950 SPY, AAPL, IWM, XOM 13F-HR 8/11/2015 000153772015000006
Q1 2015 1,800 734,710 SPY, AAPL, XOM, IWM 13F-HR 5/13/2015 000153772015000004
Q4 2014 1,803 679,722 SPY, AAPL, XOM, IWM 13F-HR 2/9/2015 000153772015000002
Q3 2014 1,809 625,210 SPY, XOM, AAPL, IWM 13F-HR 11/13/2014 000153772014000008
Q2 2014 1,786 593,246 SPY, XOM, AAPL, IWM 13F-HR 8/13/2014 000153772014000006
Q1 2014 1,756 534,393 SPY, XOM, AAPL, PM 13F-HR 5/13/2014 000153772014000004
Q4 2013 1,973 483,834 XOM, SPY, AAPL, IWM 13F-HR 2/12/2014 000153772014000002
Additional filings from FineMark National Bank & Trust that have since been restated