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Disclosery

UMB Bank, n.a.: IWD position timeline

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

UMB Bank, n.a. held 19,806 IWD 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 19,806 shares
    Change vs previous 13F -2,379 shares

    0.06% of the 13F portfolio, value $4,801,569.

    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 22,185 shares
    Change vs previous 13F -1,001 shares

    0.07% of the 13F portfolio, value $4,740,269.

    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 23,186 shares
    Change vs previous 13F +426 shares

    0.06% of the 13F portfolio, value $4,876,943.

    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 22,760 shares
    Change vs previous 13F -1,840 shares

    0.07% of the 13F portfolio, value $4,633,708.

    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 24,600 shares
    Change vs previous 13F -379 shares

    0.07% of the 13F portfolio, value $4,778,058.

    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 24,979 shares
    Change vs previous 13F -2,328 shares

    0.08% of the 13F portfolio, value $4,700,049.

    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 27,307 shares
    Change vs previous 13F -14,054 shares

    0.08% of the 13F portfolio, value $5,055,345.

    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 41,361 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,850,318.

    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).