Skip to content
Disclosery

UMB Bank, n.a.: PTY position timeline

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

UMB Bank, n.a. held 99,000 PTY 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 99,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,190,970.

    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 99,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,193,940.

    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 99,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,277,100.

    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 99,000 shares
    Change vs previous 13F +47,000 shares

    0.02% of the 13F portfolio, value $1,429,560.

    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 52,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $723,320.

    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).