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Disclosery

Alpine Bank Wealth Management: IWM position timeline

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

Alpine Bank Wealth Management held 42,603 IWM 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 42,603 shares
    Change vs previous 13F -518 shares

    1.64% of the 13F portfolio, value $12,800,071.

    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 43,121 shares
    Change vs previous 13F -4,740 shares

    1.55% of the 13F portfolio, value $10,694,008.

    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 47,861 shares
    Change vs previous 13F -3,664 shares

    1.67% of the 13F portfolio, value $11,781,464.

    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 51,525 shares
    Change vs previous 13F -2,000 shares

    1.75% of the 13F portfolio, value $12,466,989.

    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 53,525 shares
    Change vs previous 13F -392 shares

    1.75% of the 13F portfolio, value $11,550,160.

    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 53,917 shares
    Change vs previous 13F 0 shares

    1.73% of the 13F portfolio, value $10,755,903.

    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 53,917 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $11,909,727.

    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).