Alpine Bank Wealth Management
All 13F Filings
- Location
- Grand Junction, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 779,450
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 404 | 779,450 | 13F-HR | Alpine Bank Wealth Management |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 308.5 K | 39.6% | 156.7 K | 0 | 156.7 K |
| ETFs | 471 K | 60.4% | 0 | 64.99 K | -64.99 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
779,450
Holdings
404
QoQ value change ($000)
91,674
(13.3%)
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.