Skip to content
Disclosery

Vest Financial, LLC: UMBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vest Financial, LLC on UMBF, newest first. How the timeline and the estimate are built.

Vest Financial, LLC held 60,863 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,863 shares
    Change vs previous 13F -391 shares

    0.09% of the 13F portfolio, value $8,688,802.

    13F-HR 0001709632-26-000006 filed by Vest Financial, LLC
    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 61,254 shares
    Change vs previous 13F +8,150 shares

    0.08% of the 13F portfolio, value $6,908,839.

    13F-HR 0001709632-26-000004 filed by Vest Financial, LLC
    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 53,104 shares
    Change vs previous 13F +17,899 shares

    0.08% of the 13F portfolio, value $6,109,084.

    13F-HR 0001709632-26-000002 filed by Vest Financial, LLC
    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 35,205 shares
    Change vs previous 13F +15,201 shares

    0.05% of the 13F portfolio, value $4,166,512.

    13F-HR 0001709632-25-000006 filed by Vest Financial, LLC
    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 20,004 shares
    Change vs previous 13F +12,472 shares

    0.03% of the 13F portfolio, value $2,103,621.

    13F-HR 0001085146-25-004177 filed by Vest Financial, LLC
    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 7,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $761,485.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).