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Disclosery

UMB Bank, n.a.: WSO position timeline

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

UMB Bank, n.a. held 3,045 WSO 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 3,045 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $1,268,943.

    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 3,048 shares
    Change vs previous 13F +31 shares

    0.02% of the 13F portfolio, value $1,108,832.

    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 3,017 shares
    Change vs previous 13F -822 shares

    0.01% of the 13F portfolio, value $1,016,578.

    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 3,839 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $1,552,108.

    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 3,861 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $1,705,095.

    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 3,838 shares
    Change vs previous 13F +192 shares

    0.03% of the 13F portfolio, value $1,950,855.

    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 3,646 shares
    Change vs previous 13F +62 shares

    0.03% of the 13F portfolio, value $1,727,803.

    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 3,584 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,762,898.

    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).