FineMark National Bank & Trust
Holdings in CALY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,675,333 | 572,008 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $5,457,826 | 574,508 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $4,624,789 | 574,508 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $3,954,052 | 600,008 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $4,282,725 | 544,876 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $5,971,758 | 543,876 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $8,015,302 | 523,876 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $7,987,575 | 493,975 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $7,082,167 | 493,875 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $4,914,238 | 355,075 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $7,044,010 | 354,862 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $7,477,536 | 345,862 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $6,830,043 | 345,825 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $6,660,589 | 345,825 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $7,054,830 | 345,825 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $8,099,689 | 345,845 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $9,489,438 | 345,825 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $9,555,144 | 345,825 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $11,664,677 | 345,825 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $9,250,818 | 345,825 | Shares | Sole | 2021-05-12 |
| 2020-12-31 | $1,013,222 | 42,200 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $798,138 | 41,700 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $730,167 | 41,700 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $426,174 | 41,700 | Shares | Sole | 2020-05-06 |