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Disclosery

Alpine Bank Wealth Management: IJJ position timeline

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

Alpine Bank Wealth Management held 7,910 IJJ 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 7,910 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,168,544.

    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 7,910 shares
    Change vs previous 13F -400 shares

    0.15% of the 13F portfolio, value $1,048,075.

    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 8,310 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,093,513.

    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 ended2025-09-30
    13F 8,310 shares
    Change vs previous 13F -362 shares

    0.15% of the 13F portfolio, value $1,077,973.

    13F-HR 0001140361-25-038847 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).

  5. period ended2025-06-30
    13F 8,672 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,071,686.

    13F-HR 0001140361-25-026202 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).

  6. period ended2025-03-31
    13F 8,672 shares
    Change vs previous 13F -600 shares

    0.17% of the 13F portfolio, value $1,038,298.

    13F-HR 0001140361-25-015196 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).

  7. period ended2024-09-30
    13F 9,272 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,146,204.

    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).