SEC Filing Summary: West Bancorporation Inc (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by West Bancorporation Inc, an institutional investment manager based in West Des Moines, IA. The report covers the calendar quarter ended December 31, 2023, and was signed on January 26, 2024, by SueAnn Niehaus, Vice President/Trust Operations.
The report includes holdings for the primary manager and one other included manager (West Bank). It details 97 distinct security entries.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's operational financial performance (revenue, profit, cash flow, or debt). The key metrics provided are:
- Total Value of Reported Holdings: $154,900,913
- Number of Security Entries: 97
- Number of Other Included Managers: 1
Note: This filing does not contain data on West Bancorporation's own revenue, profit margins, liquidity, or debt levels. Those metrics are found in the company's 10-Q or 10-K filings.
Material Changes
The filing text provided does not contain comparative data for the prior quarter (September 30, 2023). Therefore, material changes in portfolio composition or value versus the prior period cannot be determined from this document alone.
Guidance, Outlook, and Risks
Form 13F filings are statutory reports of holdings and do not include management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting manager's business operations.
Investor Verification Checklist
- Verify the total portfolio value of $154,900,913 against the company's most recent 10-Q or 10-K to understand the proportion of assets managed versus total corporate assets.
- Review the full schedule of 97 holdings (not included in this summary text) to identify specific equity positions and concentration risks.
- Confirm the identity of the "Other Included Manager" (West Bank) to understand the scope of the reporting entity.
- Consult the company's 10-K for the fiscal year ended December 31, 2023, for actual financial performance metrics (revenue, net income, capital ratios).