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Disclosery

Alpine Bank Wealth Management: IVV position timeline

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

Alpine Bank Wealth Management held 42,013 IVV 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 42,013 shares
    Change vs previous 13F -524 shares

    4.04% of the 13F portfolio, value $31,463,115.

    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 42,537 shares
    Change vs previous 13F -37 shares

    4.04% of the 13F portfolio, value $27,785,594.

    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 42,574 shares
    Change vs previous 13F -104 shares

    4.13% of the 13F portfolio, value $29,160,636.

    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 42,678 shares
    Change vs previous 13F -203 shares

    4.02% of the 13F portfolio, value $28,564,385.

    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 42,881 shares
    Change vs previous 13F +454 shares

    4.02% of the 13F portfolio, value $26,624,813.

    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 42,427 shares
    Change vs previous 13F -71 shares

    3.83% of the 13F portfolio, value $23,839,731.

    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 42,498 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $24,513,697.

    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).