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IEQ CAPITAL, LLC: UMBF position timeline

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

IEQ CAPITAL, LLC held 3,974 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,974 shares
    Change vs previous 13F -4,901 shares

    <0.01% of the 13F portfolio, value $567,307.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 8,875 shares
    Change vs previous 13F -2,773 shares

    <0.01% of the 13F portfolio, value $1,001,022.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 11,648 shares
    Change vs previous 13F -3,183 shares

    <0.01% of the 13F portfolio, value $1,340,001.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 14,831 shares
    Change vs previous 13F +7,555 shares

    0.01% of the 13F portfolio, value $1,755,232.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 7,276 shares
    Change vs previous 13F +193 shares

    <0.01% of the 13F portfolio, value $765,152.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 7,083 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $718,909.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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