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Disclosery

Alpine Bank Wealth Management: JAAA position timeline

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

Alpine Bank Wealth Management held 734,486 JAAA 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 734,486 shares
    Change vs previous 13F +705,596 shares

    4.76% of the 13F portfolio, value $37,084,199.

    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 28,890 shares
    Change vs previous 13F -1,590 shares

    0.21% of the 13F portfolio, value $1,455,189.

    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 30,480 shares
    Change vs previous 13F -21,695 shares

    0.22% of the 13F portfolio, value $1,541,679.

    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 52,175 shares
    Change vs previous 13F -1,488 shares

    0.37% of the 13F portfolio, value $2,649,447.

    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 53,663 shares
    Change vs previous 13F -56,376 shares

    0.41% of the 13F portfolio, value $2,723,398.

    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 110,039 shares
    Change vs previous 13F -481,270 shares

    0.9% of the 13F portfolio, value $5,580,078.

    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 591,309 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $30,085,802.

    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).