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Disclosery

UMB Bank, n.a.: IWS position timeline

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

UMB Bank, n.a. held 54,824 IWS 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 54,824 shares
    Change vs previous 13F -2,825 shares

    0.11% of the 13F portfolio, value $9,024,030.

    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 57,649 shares
    Change vs previous 13F -7,224 shares

    0.12% of the 13F portfolio, value $8,401,765.

    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 64,873 shares
    Change vs previous 13F -3,253 shares

    0.12% of the 13F portfolio, value $9,150,337.

    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 68,126 shares
    Change vs previous 13F -10,107 shares

    0.14% of the 13F portfolio, value $9,515,158.

    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 78,233 shares
    Change vs previous 13F -7,408 shares

    0.16% of the 13F portfolio, value $10,337,709.

    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 85,641 shares
    Change vs previous 13F -3,991 shares

    0.18% of the 13F portfolio, value $10,788,197.

    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 89,632 shares
    Change vs previous 13F -7,994 shares

    0.18% of the 13F portfolio, value $11,593,003.

    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 97,626 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $12,911,039.

    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).