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Disclosery

Alpine Bank Wealth Management: XVV position timeline

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

Alpine Bank Wealth Management held 72,621 XVV 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 72,621 shares
    Change vs previous 13F +2,279 shares

    0.53% of the 13F portfolio, value $4,124,147.

    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 70,342 shares
    Change vs previous 13F -8,923 shares

    0.5% of the 13F portfolio, value $3,462,233.

    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 79,265 shares
    Change vs previous 13F -2,046 shares

    0.59% of the 13F portfolio, value $4,177,266.

    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 81,311 shares
    Change vs previous 13F +10,445 shares

    0.59% of the 13F portfolio, value $4,189,240.

    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 70,866 shares
    Change vs previous 13F -7,100 shares

    0.51% of the 13F portfolio, value $3,379,514.

    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 77,966 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,335,596.

    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).