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Disclosery

Alpine Bank Wealth Management: XBIL position timeline

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

Alpine Bank Wealth Management held 147,870 XBIL 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 147,870 shares
    Change vs previous 13F -5,797 shares

    0.95% of the 13F portfolio, value $7,393,500.

    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 153,667 shares
    Change vs previous 13F +60,602 shares

    1.12% of the 13F portfolio, value $7,687,960.

    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 93,065 shares
    Change vs previous 13F +53,215 shares

    0.66% of the 13F portfolio, value $4,659,765.

    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 39,850 shares
    Change vs previous 13F +20,945 shares

    0.28% of the 13F portfolio, value $2,000,271.

    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 18,905 shares
    Change vs previous 13F -67,118 shares

    0.14% of the 13F portfolio, value $948,086.

    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 86,023 shares
    Change vs previous 13F +4,641 shares

    0.69% of the 13F portfolio, value $4,315,774.

    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 81,382 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,085,377.

    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).