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Disclosery

UMB Bank, n.a.: WM position timeline

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

UMB Bank, n.a. held 55,000 WM 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 55,000 shares
    Change vs previous 13F -256 shares

    0.16% of the 13F portfolio, value $12,258,400.

    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 55,256 shares
    Change vs previous 13F -815 shares

    0.18% of the 13F portfolio, value $12,697,276.

    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 56,071 shares
    Change vs previous 13F -1,928 shares

    0.16% of the 13F portfolio, value $12,319,359.

    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 57,999 shares
    Change vs previous 13F -991 shares

    0.19% of the 13F portfolio, value $12,807,920.

    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 58,990 shares
    Change vs previous 13F +718 shares

    0.21% of the 13F portfolio, value $13,498,092.

    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 58,272 shares
    Change vs previous 13F +12,740 shares

    0.22% of the 13F portfolio, value $13,490,550.

    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 45,532 shares
    Change vs previous 13F -556 shares

    0.15% of the 13F portfolio, value $9,187,902.

    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 46,088 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $9,567,869.

    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).