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GW&K Investment Management, LLC: UMBF position timeline

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

GW&K Investment Management, LLC held 672,465 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 672,465 shares
    Change vs previous 13F -28,722 shares

    0.75% of the 13F portfolio, value $96,002,000.

    13F-HR 0001082917-26-000003 filed by GW&K Investment 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 ended2026-03-31
    13F 701,187 shares
    Change vs previous 13F -17,090 shares

    0.7% of the 13F portfolio, value $79,087,000.

    13F-HR 0001082917-26-000002 filed by GW&K Investment 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 ended2025-12-31
    13F 718,277 shares
    Change vs previous 13F -24,681 shares

    0.71% of the 13F portfolio, value $82,631,000.

    13F-HR 0001082917-26-000001 filed by GW&K Investment 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 ended2025-09-30
    13F 742,958 shares
    Change vs previous 13F +123,726 shares

    0.78% of the 13F portfolio, value $87,930,000.

    13F-HR 0001082917-25-000007 filed by GW&K Investment 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 ended2025-06-30
    13F 619,232 shares
    Change vs previous 13F -21,211 shares

    0.58% of the 13F portfolio, value $65,119,000.

    13F-HR 0001082917-25-000004 filed by GW&K Investment 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 ended2025-03-31
    13F 640,443 shares
    Change vs previous 13F -9,729 shares

    0.6% of the 13F portfolio, value $64,749,000.

    13F-HR 0001082917-25-000003 filed by GW&K Investment 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 ended2024-12-31
    13F 650,172 shares
    Change vs previous 13F -3,326 shares

    0.62% of the 13F portfolio, value $73,378,000.

    13F-HR 0001082917-25-000001 filed by GW&K Investment 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 ended2024-09-30
    13F 653,498 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $68,689,000.

    13F-HR 0001082917-24-000006 filed by GW&K Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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