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Disclosery

Alpine Bank Wealth Management: USMV position timeline

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

Alpine Bank Wealth Management held 33,958 USMV 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 33,958 shares
    Change vs previous 13F -8,699 shares

    0.42% of the 13F portfolio, value $3,275,588.

    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 42,657 shares
    Change vs previous 13F -4,708 shares

    0.58% of the 13F portfolio, value $3,956,010.

    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 47,365 shares
    Change vs previous 13F -1,508 shares

    0.63% of the 13F portfolio, value $4,459,888.

    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 48,873 shares
    Change vs previous 13F -17,115 shares

    0.65% of the 13F portfolio, value $4,649,777.

    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 65,988 shares
    Change vs previous 13F +11,152 shares

    0.94% of the 13F portfolio, value $6,194,293.

    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 54,836 shares
    Change vs previous 13F -273,481 shares

    0.82% of the 13F portfolio, value $5,135,939.

    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 328,317 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $29,978,625.

    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).