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Disclosery

LPL Financial LLC: UMBF position timeline

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

LPL Financial LLC held 46,368 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,368 shares
    Change vs previous 13F +10,534 shares

    <0.01% of the 13F portfolio, value $6,619,556.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 35,834 shares
    Change vs previous 13F -5,869 shares

    <0.01% of the 13F portfolio, value $4,041,683.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 41,703 shares
    Change vs previous 13F +7,476 shares

    <0.01% of the 13F portfolio, value $4,797,535.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 34,227 shares
    Change vs previous 13F +1,618 shares

    <0.01% of the 13F portfolio, value $4,050,826.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 32,609 shares
    Change vs previous 13F +7,505 shares

    <0.01% of the 13F portfolio, value $3,429,202.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 25,104 shares
    Change vs previous 13F +4,775 shares

    <0.01% of the 13F portfolio, value $2,538,057.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 20,329 shares
    Change vs previous 13F +12,845 shares

    <0.01% of the 13F portfolio, value $2,294,333.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 7,484 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $786,661.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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