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Disclosery

UMB Bank, n.a.: IVW position timeline

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

UMB Bank, n.a. held 154,322 IVW 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 154,322 shares
    Change vs previous 13F -12,327 shares

    0.27% of the 13F portfolio, value $21,223,904.

    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 166,649 shares
    Change vs previous 13F -12,034 shares

    0.26% of the 13F portfolio, value $18,849,668.

    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 178,683 shares
    Change vs previous 13F +1,238 shares

    0.29% of the 13F portfolio, value $22,024,467.

    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 177,445 shares
    Change vs previous 13F -7,075 shares

    0.32% of the 13F portfolio, value $21,421,160.

    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 184,520 shares
    Change vs previous 13F -9,437 shares

    0.32% of the 13F portfolio, value $20,315,652.

    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 193,957 shares
    Change vs previous 13F -5,865 shares

    0.3% of the 13F portfolio, value $18,005,028.

    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 199,822 shares
    Change vs previous 13F +1,339 shares

    0.32% of the 13F portfolio, value $20,287,928.

    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 198,483 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $19,004,747.

    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).