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Disclosery

UMB Bank, n.a.: USMV position timeline

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

UMB Bank, n.a. held 65,223 USMV 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 65,223 shares
    Change vs previous 13F +2,051 shares

    0.08% of the 13F portfolio, value $6,291,411.

    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 63,172 shares
    Change vs previous 13F +21,852 shares

    0.08% of the 13F portfolio, value $5,858,571.

    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 41,320 shares
    Change vs previous 13F +1,457 shares

    0.05% of the 13F portfolio, value $3,890,692.

    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 39,863 shares
    Change vs previous 13F +14,468 shares

    0.06% of the 13F portfolio, value $3,792,566.

    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 25,395 shares
    Change vs previous 13F -193 shares

    0.04% of the 13F portfolio, value $2,383,829.

    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 25,588 shares
    Change vs previous 13F -3,635 shares

    0.04% of the 13F portfolio, value $2,396,572.

    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 29,223 shares
    Change vs previous 13F -5,178 shares

    0.04% of the 13F portfolio, value $2,594,710.

    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 34,401 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,141,156.

    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).