West Bancorporation Inc. - Form 13F Information Table Summary
Business Context and Reporting Period
This filing is a Form 13F Information Table submitted by West Bancorporation Inc. The reporting period covers holdings as of December 31, 2025. As a Form 13F, this document discloses the equity securities held by the company (acting as an institutional investment manager) rather than the company's own financial performance or operational results.
Key Financial Metrics and Portfolio Composition
The filing details a diversified portfolio of equity securities and exchange-traded funds (ETFs). Key portfolio characteristics include:
- Total Holdings: The table lists 88 distinct issuers, including individual stocks and various ETFs.
- Top Individual Equity Holdings (by Shares):
- West Bancorporation Inc. (Own Stock): 421,561 shares (Value: $9,354,439).
- Apple Inc.: 16,948 shares (Value: $4,607,483).
- Microsoft Corp: 9,248 shares (Value: $4,472,518).
- Alphabet Inc. (Class C): 6,369 shares (Value: $1,998,592).
- Top ETF Holdings (by Shares):
- Vanguard Whitehall FDS INTL HIGH ETF: 106,549 shares.
- ISHARES TR RUS MID CAP ETF: 89,854 shares.
- Vanguard Tax-Managed FDS VAN FTSE DEV MKT: 83,170 shares.
- ISHARES TR RUS 1000 VAL ETF: 66,857 shares.
- Voting Authority: The company reports Sole voting authority for all listed positions.
Material Changes and Prior Period Comparison
The filing text provided does not contain data for a prior comparable period. Consequently, no material changes, increases, or decreases in holdings can be calculated or reported based on this document alone.
Guidance, Outlook, and Risks
Form 13F filings are historical snapshots of holdings and do not contain management commentary, forward-looking guidance, risk factors, or contingency plans. The document includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total aggregate value of the portfolio by summing the "Value" column, noting that the filing lists individual position values but does not explicitly state a total portfolio value.
- Confirm the classification of the 421,561 shares of West Bancorporation Inc. held by the company to determine if this represents treasury stock, employee benefit plan holdings, or other internal allocations.
- Compare the current list of 88 holdings against the previous quarter's Form 13F (if available) to identify significant sector rotations or changes in ETF exposure.
- Review the specific CUSIPs for the ETF holdings to ensure they align with the company's stated investment strategy regarding international and domestic market exposure.