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Frontier Wealth Management LLC: UMBF position timeline

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

Frontier Wealth Management LLC held 145,827 UMBF shares at 2022-06-30 per its 13F-HR/A filed 2022-08-15.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F/A 145,827 shares
    Change vs previous 13F -173 shares

    0.91% of the 13F portfolio, value $12,556,000.

    13F-HR/A 0001085146-22-003057 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 146,000 shares
    Change vs previous 13F +86,040 shares

    0.17% of the 13F portfolio, value $13,578,000.

    13F-HR 0001085146-22-002076 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 59,960 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $6,362,000.

    13F-HR 0001085146-22-000509 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 59,960 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $5,799,000.

    13F-HR 0001085146-21-003136 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 59,960 shares
    Change vs previous 13F +44,576 shares

    0.39% of the 13F portfolio, value $5,580,000.

    13F-HR 0001085146-21-002471 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 15,384 shares
    Change vs previous 13F -51,000 shares

    0.11% of the 13F portfolio, value $1,420,000.

    13F-HR 0001085146-21-001775 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 66,384 shares
    Change vs previous 13F -10,500 shares

    0.37% of the 13F portfolio, value $4,580,000.

    13F-HR 0001085146-21-000993 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 76,884 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,768,000.

    13F-HR 0001085146-20-002949 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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