Skip to content
Disclosery

&PARTNERS: UMBF position timeline

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

&PARTNERS held 5,799 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,799 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $828,332.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 5,900 shares
    Change vs previous 13F +1,077 shares

    <0.01% of the 13F portfolio, value $665,453.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 4,823 shares
    Change vs previous 13F +1,701 shares

    <0.01% of the 13F portfolio, value $550,166.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 3,122 shares
    Change vs previous 13F +179 shares

    <0.01% of the 13F portfolio, value $371,107.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 2,943 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $309,762.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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