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Disclosery

Alpine Bank Wealth Management: VUG position timeline

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

Alpine Bank Wealth Management held 140,045 VUG 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 140,045 shares
    Change vs previous 13F +113,889 shares

    1.55% of the 13F portfolio, value $12,063,476.

    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 26,156 shares
    Change vs previous 13F -47,471 shares

    1.66% of the 13F portfolio, value $11,424,679.

    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 73,627 shares
    Change vs previous 13F -599 shares

    5.08% of the 13F portfolio, value $35,919,668.

    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 74,226 shares
    Change vs previous 13F +50,419 shares

    5.01% of the 13F portfolio, value $35,599,531.

    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 23,807 shares
    Change vs previous 13F -2,463 shares

    1.58% of the 13F portfolio, value $10,436,989.

    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 26,270 shares
    Change vs previous 13F -45,623 shares

    1.56% of the 13F portfolio, value $9,741,441.

    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 71,893 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $27,601,880.

    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).