Alpine Bank Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$626M
Signature - Title
Jacob Going - VP Investments Manager
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 427 stock holdings with total value $626M as of Q3 2024. Top holdings included USFR, SPHQ, MTBA, SPMO, and IDMO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 427 $626M $0 $0 USFR, SPHQ, MTBA, SPMO, IDMO 13F-HR 11/8/2024, 05:44 PM