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Disclosery

Ergoteles LLC: UMBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ergoteles LLC on UMBF, newest first. How the timeline and the estimate are built.

Ergoteles LLC held 0 UMBF shares at 2023-06-30 per its 13F-HR filed 2023-08-14.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -80,769 shares

    13F-HR 0001569136-23-000004 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-03-31
    13F 80,769 shares
    Change vs previous 13F +43,722 shares

    0.18% of the 13F portfolio, value $4,661,987.

    13F-HR 0001569136-23-000002 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-12-31
    13F 37,047 shares
    Change vs previous 13F +37,047 shares

    0.11% of the 13F portfolio, value $3,094,165.

    13F-HR 0001569136-23-000001 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-09-30
    13F 0 shares
    Change vs previous 13F -8,523 shares

    13F-HR 0001569136-22-000007 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2022-06-30
    13F 8,523 shares
    Change vs previous 13F +3,128 shares

    0.02% of the 13F portfolio, value $734,000.

    13F-HR 0001569136-22-000006 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-03-31
    13F 5,395 shares
    Change vs previous 13F -129,244 shares

    0.02% of the 13F portfolio, value $524,000.

    13F-HR 0001569136-22-000005 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-12-31
    13F 134,639 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $14,287,000.

    13F-HR 0001569136-22-000002 filed by Ergoteles LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).