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Disclosery

UMB Bank, n.a.: IVE position timeline

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

UMB Bank, n.a. held 39,187 IVE 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 39,187 shares
    Change vs previous 13F -3,065 shares

    0.11% of the 13F portfolio, value $8,897,800.

    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 42,252 shares
    Change vs previous 13F -5,688 shares

    0.12% of the 13F portfolio, value $8,921,510.

    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 47,940 shares
    Change vs previous 13F -8,826 shares

    0.14% of the 13F portfolio, value $10,166,636.

    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 56,766 shares
    Change vs previous 13F -5,804 shares

    0.17% of the 13F portfolio, value $11,722,747.

    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 62,570 shares
    Change vs previous 13F -3,613 shares

    0.19% of the 13F portfolio, value $12,227,429.

    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 66,183 shares
    Change vs previous 13F -3,574 shares

    0.21% of the 13F portfolio, value $12,613,156.

    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 69,757 shares
    Change vs previous 13F -1,041 shares

    0.21% of the 13F portfolio, value $13,315,216.

    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 70,798 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $13,959,242.

    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).