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UMB Bank, n.a.: IWR position timeline

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

UMB Bank, n.a. held 1,012,156 IWR 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 1,012,156 shares
    Change vs previous 13F +47,275 shares

    1.41% of the 13F portfolio, value $111,661,050.

    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 964,881 shares
    Change vs previous 13F -981 shares

    1.31% of the 13F portfolio, value $93,815,379.

    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 965,862 shares
    Change vs previous 13F +59,102 shares

    1.24% of the 13F portfolio, value $92,983,535.

    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 906,760 shares
    Change vs previous 13F +24,680 shares

    1.29% of the 13F portfolio, value $87,547,678.

    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 882,080 shares
    Change vs previous 13F +65,148 shares

    1.26% of the 13F portfolio, value $81,124,898.

    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 816,932 shares
    Change vs previous 13F +113,922 shares

    1.15% of the 13F portfolio, value $69,496,405.

    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 703,010 shares
    Change vs previous 13F +43,917 shares

    0.98% of the 13F portfolio, value $62,146,084.

    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 659,093 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $58,092,457.

    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).