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Disclosery

UMB Bank, n.a.: LPLA position timeline

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

UMB Bank, n.a. held 291 LPLA 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 291 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $81,969.

    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 392 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $117,926.

    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 447 shares
    Change vs previous 13F -3,182 shares

    <0.01% of the 13F portfolio, value $159,655.

    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 3,629 shares
    Change vs previous 13F -37,548 shares

    0.02% of the 13F portfolio, value $1,207,332.

    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 41,177 shares
    Change vs previous 13F +62 shares

    0.24% of the 13F portfolio, value $15,440,139.

    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 41,115 shares
    Change vs previous 13F +26,267 shares

    0.22% of the 13F portfolio, value $13,450,361.

    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 14,848 shares
    Change vs previous 13F +14,699 shares

    0.08% of the 13F portfolio, value $4,848,020.

    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 149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $34,662.

    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).