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Disclosery

UMB Bank, n.a.: OLLI position timeline

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

UMB Bank, n.a. held 702 OLLI 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 702 shares
    Change vs previous 13F -186 shares

    <0.01% of the 13F portfolio, value $53,969.

    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 888 shares
    Change vs previous 13F -147 shares

    <0.01% of the 13F portfolio, value $81,732.

    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 1,035 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $113,446.

    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 983 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $126,218.

    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 976 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $128,617.

    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 941 shares
    Change vs previous 13F +396 shares

    <0.01% of the 13F portfolio, value $109,495.

    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 545 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $59,803.

    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 435 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $42,282.

    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).