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UMB Bank, n.a.: IWP position timeline

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

UMB Bank, n.a. held 54,694 IWP 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 54,694 shares
    Change vs previous 13F -3,068 shares

    0.1% of the 13F portfolio, value $8,007,749.

    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 57,762 shares
    Change vs previous 13F -11,103 shares

    0.1% of the 13F portfolio, value $7,400,467.

    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 68,865 shares
    Change vs previous 13F -4,090 shares

    0.13% of the 13F portfolio, value $9,430,373.

    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 72,955 shares
    Change vs previous 13F -16,728 shares

    0.15% of the 13F portfolio, value $10,389,522.

    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 89,683 shares
    Change vs previous 13F -8,689 shares

    0.19% of the 13F portfolio, value $12,437,238.

    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 98,372 shares
    Change vs previous 13F -7,736 shares

    0.19% of the 13F portfolio, value $11,557,726.

    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 106,108 shares
    Change vs previous 13F -7,073 shares

    0.21% of the 13F portfolio, value $13,449,189.

    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 113,181 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $13,274,999.

    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).