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. for the reporting period ending June 30, 2025. The document discloses the equity securities held by the company as of the end of the quarter. It is a regulatory disclosure of investment holdings and does not contain the company's own operating financial results (revenue, profit, or cash flow).
Key Financial Metrics and Holdings
The filing details a diversified portfolio of common stocks and exchange-traded funds (ETFs). Key metrics derived from the table include:
- Total Reported Positions: The table lists 88 distinct securities.
- Largest Single Holding: West Bancorporation Inc. (Own Stock) with 427,722 shares valued at approximately $8,396,183.
- Top External Equity Holdings (by Value):
- Microsoft Corp: $4,065,829
- Apple Inc: $2,998,970
- Alphabet Inc (Class C): $1,063,453
- Amazon.com Inc: $990,985
- Abbvie Inc: $982,301
- Significant ETF Exposure: The portfolio includes substantial positions in broad market and sector ETFs, including:
- iShares Russell Mid-Cap ETF: $9,029,891
- iShares Russell 1000 Value ETF: $12,355,747
- iShares Russell 1000 Growth ETF: $13,524,996
- Vanguard S&P 500 ETF: $8,887,965
- SPDR S&P 500 ETF Trust: $6,948,341
- Voting Authority: West Bancorporation Inc. reported Sole voting authority for all listed positions.
Material Changes and Comparisons
The filing text provided is a static snapshot of holdings as of June 30, 2025. It does not provide comparative data against the prior quarter (March 31, 2025) or prior year periods. Consequently, material changes in position size, new purchases, or sales cannot be determined from this document alone.
Guidance, Outlook, and Risks
This Form 13F filing does not contain management commentary, forward-looking guidance, risk factors, or contingency plans. It is a mandatory disclosure of investment assets and does not reflect the company's operational outlook or strategic direction.
Important Facts for Investor Verification
- Own Stock Position: Verify the significance of the 427,722 shares of West Bancorporation Inc. held in the portfolio relative to the company's total outstanding shares and treasury stock policies.
- Portfolio Concentration: Note the heavy weighting in large-cap technology stocks (Microsoft, Apple, Alphabet, Amazon) and broad market ETFs, which may indicate a passive investment strategy for the company's surplus capital.
- Valuation Basis: The "Value" column represents the nearest dollar value as of the reporting date; verify current market prices to assess unrealized gains or losses since June 30, 2025.
- Missing Operational Data: Investors seeking revenue, net income, or liquidity metrics must refer to the company's Form 10-Q or 10-K filings, as this document contains only investment holdings.