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SIGNATUREFD, LLC: UMBF position timeline

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

SIGNATUREFD, LLC held 4,355 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,355 shares
    Change vs previous 13F +104 shares

    0.01% of the 13F portfolio, value $621,720.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 4,251 shares
    Change vs previous 13F +86 shares

    0.01% of the 13F portfolio, value $479,470.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 4,165 shares
    Change vs previous 13F +144 shares

    0.01% of the 13F portfolio, value $479,142.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 4,021 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $475,885.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 4,013 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $422,007.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 3,966 shares
    Change vs previous 13F +525 shares

    0.01% of the 13F portfolio, value $400,963.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 3,441 shares
    Change vs previous 13F -74 shares

    0.01% of the 13F portfolio, value $388,351.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 3,515 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $369,462.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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