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Disclosery

UMB Bank, n.a.: IWB position timeline

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

UMB Bank, n.a. held 62,826 IWB 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 62,826 shares
    Change vs previous 13F +3,620 shares

    0.33% of the 13F portfolio, value $25,727,247.

    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 59,206 shares
    Change vs previous 13F +2,871 shares

    0.29% of the 13F portfolio, value $21,110,491.

    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 56,335 shares
    Change vs previous 13F +489 shares

    0.28% of the 13F portfolio, value $21,037,742.

    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 55,846 shares
    Change vs previous 13F +4,585 shares

    0.3% of the 13F portfolio, value $20,410,596.

    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 51,261 shares
    Change vs previous 13F +337 shares

    0.27% of the 13F portfolio, value $17,406,698.

    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 50,924 shares
    Change vs previous 13F -467 shares

    0.26% of the 13F portfolio, value $15,620,428.

    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 51,391 shares
    Change vs previous 13F -225 shares

    0.26% of the 13F portfolio, value $16,556,125.

    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 51,616 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $16,227,554.

    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).