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Disclosery

UMB Bank, n.a.: SWX position timeline

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

UMB Bank, n.a. held 294 SWX 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 294 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $26,072.

    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 267 shares
    Change vs previous 13F -160 shares

    <0.01% of the 13F portfolio, value $23,202.

    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 427 shares
    Change vs previous 13F -153 shares

    <0.01% of the 13F portfolio, value $34,169.

    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 580 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $45,437.

    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 534 shares
    Change vs previous 13F -299 shares

    <0.01% of the 13F portfolio, value $39,724.

    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 833 shares
    Change vs previous 13F +243 shares

    <0.01% of the 13F portfolio, value $59,809.

    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 590 shares
    Change vs previous 13F +192 shares

    <0.01% of the 13F portfolio, value $41,719.

    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 398 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $29,356.

    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).