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Alpine Bank Wealth Management: SPHQ position timeline

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

Alpine Bank Wealth Management held 466,176 SPHQ 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 466,176 shares
    Change vs previous 13F -69,327 shares

    5.39% of the 13F portfolio, value $42,002,457.

    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 535,503 shares
    Change vs previous 13F -19,547 shares

    5.85% of the 13F portfolio, value $40,264,471.

    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 555,050 shares
    Change vs previous 13F +7,296 shares

    5.89% of the 13F portfolio, value $41,656,502.

    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 547,754 shares
    Change vs previous 13F -255,309 shares

    5.65% of the 13F portfolio, value $40,144,891.

    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 803,063 shares
    Change vs previous 13F -300,933 shares

    8.65% of the 13F portfolio, value $57,226,269.

    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 1,103,996 shares
    Change vs previous 13F +291,799 shares

    11.75% of the 13F portfolio, value $73,239,095.

    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 812,197 shares
    Change vs previous 13F not available

    8.73% of the 13F portfolio, value $54,636,492.

    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).