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Disclosery

UMB Bank, n.a.: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UMB Bank, n.a. on AEP, newest first. How the timeline and the estimate are built.

UMB Bank, n.a. held 22,910 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,910 shares
    Change vs previous 13F +145 shares

    0.04% of the 13F portfolio, value $3,134,317.

    13F-HR 0000933429-26-000033 filed by UMB Bank, n.a.
    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 22,765 shares
    Change vs previous 13F -4,836 shares

    0.04% of the 13F portfolio, value $2,984,036.

    13F-HR 0000933429-26-000030 filed by UMB Bank, n.a.
    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 27,601 shares
    Change vs previous 13F -330 shares

    0.04% of the 13F portfolio, value $3,182,671.

    13F-HR 0000933429-26-000014 filed by UMB Bank, n.a.
    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 27,931 shares
    Change vs previous 13F +180 shares

    0.05% of the 13F portfolio, value $3,142,238.

    13F-HR 0000933429-25-000028 filed by UMB Bank, n.a.
    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/A 27,751 shares
    Change vs previous 13F -2,794 shares

    0.04% of the 13F portfolio, value $2,879,444.

    13F-HR/A 0000933429-25-000025 filed by UMB Bank, n.a.
    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 30,545 shares
    Change vs previous 13F -8,845 shares

    0.05% of the 13F portfolio, value $3,337,652.

    13F-HR 0000933429-25-000006 filed by UMB Bank, n.a.
    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 39,390 shares
    Change vs previous 13F -1,370 shares

    0.06% of the 13F portfolio, value $3,632,940.

    13F-HR 0000933429-25-000005 filed by UMB Bank, n.a.
    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 40,760 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,181,976.

    13F-HR 0000933429-24-000017 filed by UMB Bank, n.a.
    Filed (acceptance time not in the bulk data set), ingested

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