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Disclosery

Alpine Bank Wealth Management: USFR position timeline

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

Alpine Bank Wealth Management held 381,503 USFR 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 381,503 shares
    Change vs previous 13F +116,796 shares

    2.46% of the 13F portfolio, value $19,208,676.

    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 264,707 shares
    Change vs previous 13F -746,848 shares

    1.94% of the 13F portfolio, value $13,325,351.

    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 1,011,555 shares
    Change vs previous 13F -367,186 shares

    7.2% of the 13F portfolio, value $50,901,448.

    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 1,378,741 shares
    Change vs previous 13F -110,314 shares

    9.75% of the 13F portfolio, value $69,309,310.

    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 1,489,055 shares
    Change vs previous 13F +412,010 shares

    11.32% of the 13F portfolio, value $74,914,357.

    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 1,077,045 shares
    Change vs previous 13F -410,698 shares

    8.7% of the 13F portfolio, value $54,207,675.

    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 1,487,743 shares
    Change vs previous 13F not available

    11.94% of the 13F portfolio, value $74,714,453.

    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).