Alpine Bank Wealth Management
All 13F Filings
- Location
- Grand Junction, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 687,776
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 161 | 687,776 | 13F-HR | Alpine Bank Wealth Management |
| Q4 2025 | 1/15/2026 | 149 | 706,770 | 13F-HR | Alpine Bank Wealth Management |
| Q3 2025 | 10/22/2025 | 420 | 710,545 | 13F-HR | Alpine Bank Wealth Management |
| Q2 2025 | 7/17/2025 | 415 | 661,732 | 13F-HR | Alpine Bank Wealth Management |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 151.8 K | 22.1% | 0 | 555 K | -555 K |
| ETFs | 536 K | 77.9% | 536 K | 0 | 536 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
687,776
Holdings
161
QoQ value change ($000)
-18,994
(-2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.