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Disclosery

UMB Bank, n.a.: PEP position timeline

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

UMB Bank, n.a. held 73,339 PEP 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 73,339 shares
    Change vs previous 13F -1,725 shares

    0.13% of the 13F portfolio, value $9,930,101.

    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 75,064 shares
    Change vs previous 13F -5,534 shares

    0.16% of the 13F portfolio, value $11,656,689.

    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 80,598 shares
    Change vs previous 13F +9,954 shares

    0.15% of the 13F portfolio, value $11,567,425.

    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 70,644 shares
    Change vs previous 13F -3,548 shares

    0.15% of the 13F portfolio, value $9,921,243.

    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 74,192 shares
    Change vs previous 13F -23,987 shares

    0.15% of the 13F portfolio, value $9,796,312.

    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 98,179 shares
    Change vs previous 13F -12,319 shares

    0.24% of the 13F portfolio, value $14,720,959.

    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 110,498 shares
    Change vs previous 13F -104,817 shares

    0.27% of the 13F portfolio, value $16,802,326.

    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 215,315 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $36,614,316.

    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).