Alpine Bank Wealth Management historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 6 quarters from 2024-09-30 to 2026-06-30, Alpine Bank Wealth Management opened 4 positions, added to 1, reduced 3 and sold out of 19.
- Q4 2025: Stock Berkshire Hathaway Inc Class A; Country of operation United States; Class Com; Shares before 7.
- Q3 2025: Stock AstraZeneca PLC ADR; Country of operation —; Class Com; Shares before 1,154.
- Q1 2025: Stock AstraZeneca PLC ADR; Country of operation —; Class Com; Shares before 3,619.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1974910), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-09-30 to 2025-03-31, filed 2025-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-09-30.
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