Alpine Bank Wealth Management

All 13F Filings

Location
Grand Junction, CO
Most recent 13F
Q4 2025
Holdings value ($000)
706,770
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
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 706.8 K 100.0% 0 3.769 K -3.769 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
1/15/2026
Total value ($000)
706,770
Holdings
149
QoQ value change ($000)
-3,775 (-0.5%)
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.