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Alpine Bank Wealth Management: SPMO position timeline

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

Alpine Bank Wealth Management held 490,988 SPMO 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 490,988 shares
    Change vs previous 13F -300,726 shares

    10.18% of the 13F portfolio, value $79,314,202.

    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 791,714 shares
    Change vs previous 13F -57,287 shares

    12.91% of the 13F portfolio, value $88,759,056.

    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 849,001 shares
    Change vs previous 13F -5,511 shares

    14.33% of the 13F portfolio, value $101,302,800.

    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 854,512 shares
    Change vs previous 13F +51,696 shares

    14.56% of the 13F portfolio, value $103,447,222.

    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 802,816 shares
    Change vs previous 13F +193,882 shares

    13.64% of the 13F portfolio, value $90,292,716.

    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 608,934 shares
    Change vs previous 13F +146,177 shares

    9.04% of the 13F portfolio, value $56,344,663.

    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 462,757 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $41,944,294.

    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).