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Disclosery

UMB Bank, n.a.: IWV position timeline

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

UMB Bank, n.a. held 28,354 IWV 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 28,354 shares
    Change vs previous 13F -1,584 shares

    0.15% of the 13F portfolio, value $12,090,146.

    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 29,938 shares
    Change vs previous 13F -853 shares

    0.15% of the 13F portfolio, value $11,097,418.

    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 30,791 shares
    Change vs previous 13F -2,042 shares

    0.16% of the 13F portfolio, value $11,911,498.

    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 32,833 shares
    Change vs previous 13F -3,300 shares

    0.18% of the 13F portfolio, value $12,441,737.

    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 36,133 shares
    Change vs previous 13F -2,422 shares

    0.2% of the 13F portfolio, value $12,682,683.

    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 38,555 shares
    Change vs previous 13F -15,664 shares

    0.2% of the 13F portfolio, value $12,246,610.

    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 54,219 shares
    Change vs previous 13F +17,745 shares

    0.29% of the 13F portfolio, value $18,122,701.

    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 36,474 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $11,917,150.

    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).