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Disclosery

UMB Bank, n.a.: WTRG position timeline

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

UMB Bank, n.a. held 4,743 WTRG 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 4,743 shares
    Change vs previous 13F -330 shares

    <0.01% of the 13F portfolio, value $181,704.

    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 5,073 shares
    Change vs previous 13F +711 shares

    <0.01% of the 13F portfolio, value $204,290.

    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 4,362 shares
    Change vs previous 13F +632 shares

    <0.01% of the 13F portfolio, value $167,327.

    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 3,730 shares
    Change vs previous 13F +569 shares

    <0.01% of the 13F portfolio, value $148,827.

    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 3,161 shares
    Change vs previous 13F +549 shares

    <0.01% of the 13F portfolio, value $117,399.

    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 2,612 shares
    Change vs previous 13F +2,150 shares

    <0.01% of the 13F portfolio, value $103,252.

    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 462 shares
    Change vs previous 13F -1,502 shares

    <0.01% of the 13F portfolio, value $16,780.

    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 1,964 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $75,751.

    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).