Alpine Bank Wealth Management
All 13F Filings
- Location
- Grand Junction, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 706,770
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
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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 |
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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.