13F Filings History of Alpine Bank Wealth Management

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$706,770,368
Signature - Title
Jacob Going - VP Investments
Location
Grand Junction, CO
Summary
This page shows a list of all the recent 13F filings made by Alpine Bank Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alpine Bank Wealth Management reported 149 stock holdings with total value $706,770,368 as of Q4 2025. Top holdings included JCPB, SPMO, USFR, SPHQ, and GDE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 149 $706,770,368 +$60,649,708 -$71,251,225 -$10,601,517 JCPB, SPMO, USFR, SPHQ, GDE 13F-HR 15 Jan 2026, 13:43
Q3 2025 420 $710,544,762 +$81,866,711 -$68,790,660 +$13,076,051 SPMO, JCPB, USFR, GDE, SPHQ 13F-HR 21 Oct 2025, 17:51
Q2 2025 415 $661,731,757 +$160,081,701 -$162,039,126 -$1,957,425 SPMO, USFR, VUSB, SPHQ, JCPB 13F-HR 17 Jul 2025, 13:55
Q1 2025 406 $623,100,821 +$212,033,975 -$208,177,728 +$3,856,247 SPHQ, SPMO, USFR, HEQT, AGRH 13F-HR 23 Apr 2025, 16:18
Q3 2024 427 $625,854,689 $0 $0 $0 USFR, SPHQ, MTBA, SPMO, IDMO 13F-HR 08 Nov 2024, 17:44