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Alpine Bank Wealth Management: VNQ position timeline

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

Alpine Bank Wealth Management held 17,650 VNQ 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 17,650 shares
    Change vs previous 13F -316 shares

    0.22% of the 13F portfolio, value $1,701,990.

    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 17,966 shares
    Change vs previous 13F +316 shares

    0.23% of the 13F portfolio, value $1,593,584.

    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 17,650 shares
    Change vs previous 13F -885 shares

    0.22% of the 13F portfolio, value $1,561,849.

    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 18,535 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,694,470.

    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 18,535 shares
    Change vs previous 13F +4,750 shares

    0.25% of the 13F portfolio, value $1,650,727.

    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 13,785 shares
    Change vs previous 13F +2,822 shares

    0.2% of the 13F portfolio, value $1,248,094.

    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 10,963 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,068,016.

    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).