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Disclosery

Alpine Bank Wealth Management: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpine Bank Wealth Management on EFV, newest first. How the timeline and the estimate are built.

Alpine Bank Wealth Management held 5,258 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,258 shares
    Change vs previous 13F -190 shares

    0.05% of the 13F portfolio, value $402,500.

    13F-HR 0001140361-26-031791 filed by Alpine Bank Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,448 shares
    Change vs previous 13F -591 shares

    0.06% of the 13F portfolio, value $405,059.

    13F-HR 0001140361-26-015844 filed by Alpine Bank Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,039 shares
    Change vs previous 13F +5,789 shares

    0.06% of the 13F portfolio, value $431,245.

    13F-HR 0001140361-26-001313 filed by Alpine Bank Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,383.

    13F-HR 0001140361-24-045907 filed by Alpine Bank Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).