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Disclosery

Alpine Bank Wealth Management: SPY position timeline

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

Alpine Bank Wealth Management held 1,223 SPY 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 1,223 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $913,300.

    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 1,223 shares
    Change vs previous 13F +298 shares

    0.12% of the 13F portfolio, value $795,366.

    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 925 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $630,776.

    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 930 shares
    Change vs previous 13F -10 shares

    0.09% of the 13F portfolio, value $619,547.

    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 940 shares
    Change vs previous 13F -367 shares

    0.09% of the 13F portfolio, value $580,779.

    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 1,307 shares
    Change vs previous 13F -111 shares

    0.12% of the 13F portfolio, value $731,123.

    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 1,418 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $813,592.

    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).