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Disclosery

UMB Bank, n.a.: XLE position timeline

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

UMB Bank, n.a. held 28,350 XLE 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 28,350 shares
    Change vs previous 13F -4,114 shares

    0.02% of the 13F portfolio, value $1,505,669.

    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 32,464 shares
    Change vs previous 13F -856 shares

    0.03% of the 13F portfolio, value $1,988,745.

    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 33,320 shares
    Change vs previous 13F +15,838 shares

    0.02% of the 13F portfolio, value $1,489,737.

    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 17,482 shares
    Change vs previous 13F -21,469 shares

    0.02% of the 13F portfolio, value $1,561,842.

    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 38,951 shares
    Change vs previous 13F -4,183 shares

    0.05% of the 13F portfolio, value $3,303,435.

    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 43,134 shares
    Change vs previous 13F -919 shares

    0.07% of the 13F portfolio, value $4,030,873.

    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 44,053 shares
    Change vs previous 13F -423 shares

    0.06% of the 13F portfolio, value $3,773,580.

    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 44,476 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,904,993.

    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).