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Disclosery

UMB Bank, n.a.: IWM position timeline

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

UMB Bank, n.a. held 197,237 IWM 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 197,237 shares
    Change vs previous 13F +5,506 shares

    0.75% of the 13F portfolio, value $59,259,857.

    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 191,731 shares
    Change vs previous 13F +676 shares

    0.66% of the 13F portfolio, value $47,549,288.

    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 191,055 shares
    Change vs previous 13F +10,757 shares

    0.63% of the 13F portfolio, value $47,030,098.

    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 180,298 shares
    Change vs previous 13F +1,404 shares

    0.64% of the 13F portfolio, value $43,624,904.

    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 178,894 shares
    Change vs previous 13F +22,085 shares

    0.6% of the 13F portfolio, value $38,603,536.

    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 156,809 shares
    Change vs previous 13F -10,388 shares

    0.52% of the 13F portfolio, value $31,281,827.

    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 167,197 shares
    Change vs previous 13F -4,223 shares

    0.58% of the 13F portfolio, value $36,943,849.

    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 171,420 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $37,864,964.

    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).