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Steele Capital Management, Inc.: UMBF position timeline

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

Steele Capital Management, Inc. held 12,375 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,375 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $1,771,994.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, Inc.
    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 12,371 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $1,400,655.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, Inc.
    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 12,367 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $1,428,026.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, Inc.
    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 12,363 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,468,151.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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