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Disclosery

UMB Bank, n.a.: QUAL position timeline

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

UMB Bank, n.a. held 93,041 QUAL 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 93,041 shares
    Change vs previous 13F -30,596 shares

    0.26% of the 13F portfolio, value $20,415,987.

    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 123,637 shares
    Change vs previous 13F -101,974 shares

    0.33% of the 13F portfolio, value $23,714,813.

    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 225,611 shares
    Change vs previous 13F -248,477 shares

    0.6% of the 13F portfolio, value $44,810,857.

    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 474,088 shares
    Change vs previous 13F -27,014 shares

    1.36% of the 13F portfolio, value $92,210,116.

    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 501,102 shares
    Change vs previous 13F -19,974 shares

    1.43% of the 13F portfolio, value $91,611,468.

    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 521,076 shares
    Change vs previous 13F +90,744 shares

    1.47% of the 13F portfolio, value $89,046,678.

    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 430,332 shares
    Change vs previous 13F +32,536 shares

    1.21% of the 13F portfolio, value $76,633,523.

    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 397,796 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $71,324,823.

    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).