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Disclosery

UMB Bank, n.a.: WELL position timeline

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

UMB Bank, n.a. held 168,493 WELL 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 168,493 shares
    Change vs previous 13F -3,590 shares

    0.48% of the 13F portfolio, value $38,242,856.

    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 172,083 shares
    Change vs previous 13F -465 shares

    0.47% of the 13F portfolio, value $34,022,530.

    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 172,548 shares
    Change vs previous 13F -7,388 shares

    0.43% of the 13F portfolio, value $32,026,634.

    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 179,936 shares
    Change vs previous 13F -22,963 shares

    0.47% of the 13F portfolio, value $32,053,799.

    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 202,899 shares
    Change vs previous 13F -19,796 shares

    0.49% of the 13F portfolio, value $31,191,663.

    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 222,695 shares
    Change vs previous 13F +2,657 shares

    0.56% of the 13F portfolio, value $34,119,101.

    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 220,038 shares
    Change vs previous 13F +1,552 shares

    0.44% of the 13F portfolio, value $27,731,389.

    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 218,486 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $27,972,763.

    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).