Skip to content
Disclosery

UMB Bank, n.a.: ROIV position timeline

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

UMB Bank, n.a. held 6,720 ROIV 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 6,720 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $237,821.

    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 6,796 shares
    Change vs previous 13F +176 shares

    <0.01% of the 13F portfolio, value $188,249.

    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 6,620 shares
    Change vs previous 13F +620 shares

    <0.01% of the 13F portfolio, value $143,654.

    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 6,000 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $90,780.

    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 5,883 shares
    Change vs previous 13F +1,740 shares

    <0.01% of the 13F portfolio, value $66,301.

    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 4,143 shares
    Change vs previous 13F +2,195 shares

    <0.01% of the 13F portfolio, value $41,803.

    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 1,948 shares
    Change vs previous 13F +831 shares

    <0.01% of the 13F portfolio, value $23,045.

    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 1,117 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,890.

    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).