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Disclosery

First Affirmative Financial Network: UMBF position timeline

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

First Affirmative Financial Network held 2,272 UMBF shares at 2026-03-31 per its 13F-HR/A filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 2,272 shares
    Change vs previous 13F -190 shares

    0.1% of the 13F portfolio, value $256,297.

    13F-HR/A 0001656282-26-000005 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 2,462 shares
    Change vs previous 13F +73 shares

    0.14% of the 13F portfolio, value $291,414.

    13F-HR 0001656282-25-000008 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,389 shares
    Change vs previous 13F -40 shares

    0.13% of the 13F portfolio, value $251,214.

    13F-HR 0001656282-25-000007 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,429 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $245,592.

    13F-HR 0001656282-25-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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