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Disclosery

Alpine Bank Wealth Management: IVW position timeline

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

Alpine Bank Wealth Management held 80,275 IVW 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 80,275 shares
    Change vs previous 13F 0 shares

    1.42% of the 13F portfolio, value $11,040,221.

    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 80,275 shares
    Change vs previous 13F -200 shares

    1.32% of the 13F portfolio, value $9,079,905.

    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 80,475 shares
    Change vs previous 13F 0 shares

    1.4% of the 13F portfolio, value $9,919,348.

    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 80,475 shares
    Change vs previous 13F +53 shares

    1.37% of the 13F portfolio, value $9,714,942.

    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 80,422 shares
    Change vs previous 13F -375 shares

    1.34% of the 13F portfolio, value $8,854,463.

    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 80,797 shares
    Change vs previous 13F -900 shares

    1.2% of the 13F portfolio, value $7,500,385.

    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 81,697 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $7,822,488.

    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).