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Disclosery

UMB Bank, n.a.: IVV position timeline

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

UMB Bank, n.a. held 723,246 IVV 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 723,246 shares
    Change vs previous 13F +2,484 shares

    6.86% of the 13F portfolio, value $541,631,697.

    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 720,762 shares
    Change vs previous 13F +30,974 shares

    6.57% of the 13F portfolio, value $470,808,946.

    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 689,788 shares
    Change vs previous 13F +34,398 shares

    6.28% of the 13F portfolio, value $472,463,393.

    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 655,390 shares
    Change vs previous 13F -5,977 shares

    6.45% of the 13F portfolio, value $438,652,528.

    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 661,367 shares
    Change vs previous 13F +48,350 shares

    6.4% of the 13F portfolio, value $410,642,771.

    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 613,017 shares
    Change vs previous 13F +53,294 shares

    5.68% of the 13F portfolio, value $344,454,252.

    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 559,723 shares
    Change vs previous 13F +4,468 shares

    5.21% of the 13F portfolio, value $329,497,735.

    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 555,255 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $320,282,189.

    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).