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Disclosery

Alpine Bank Wealth Management: PEP position timeline

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

Alpine Bank Wealth Management held 11,023 PEP 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 11,023 shares
    Change vs previous 13F -127 shares

    0.19% of the 13F portfolio, value $1,492,514.

    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 11,150 shares
    Change vs previous 13F -356 shares

    0.25% of the 13F portfolio, value $1,731,483.

    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 11,506 shares
    Change vs previous 13F -299 shares

    0.23% of the 13F portfolio, value $1,651,341.

    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 11,805 shares
    Change vs previous 13F -83 shares

    0.23% of the 13F portfolio, value $1,657,894.

    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 11,888 shares
    Change vs previous 13F -618 shares

    0.24% of the 13F portfolio, value $1,569,692.

    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 12,506 shares
    Change vs previous 13F -209 shares

    0.3% of the 13F portfolio, value $1,875,149.

    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 12,715 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,162,186.

    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).