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Disclosery

UMB Bank, n.a.: ISRG position timeline

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

UMB Bank, n.a. held 67,821 ISRG 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 67,821 shares
    Change vs previous 13F +33,761 shares

    0.34% of the 13F portfolio, value $26,971,055.

    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 34,060 shares
    Change vs previous 13F -54 shares

    0.22% of the 13F portfolio, value $15,701,319.

    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 34,114 shares
    Change vs previous 13F -1,361 shares

    0.26% of the 13F portfolio, value $19,320,805.

    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 35,475 shares
    Change vs previous 13F -607 shares

    0.23% of the 13F portfolio, value $15,865,484.

    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 36,082 shares
    Change vs previous 13F -446 shares

    0.31% of the 13F portfolio, value $19,607,319.

    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 36,528 shares
    Change vs previous 13F -714 shares

    0.3% of the 13F portfolio, value $18,091,222.

    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 37,242 shares
    Change vs previous 13F +309 shares

    0.31% of the 13F portfolio, value $19,438,834.

    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 36,933 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $18,144,075.

    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).