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EMERALD ADVISERS, LLC: UMBF position timeline

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

EMERALD ADVISERS, LLC held 581,383 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 581,383 shares
    Change vs previous 13F +155,328 shares

    1.17% of the 13F portfolio, value $82,998,194.

    13F-HR 0001104659-26-090959 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 345,687 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 235,696 shares

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

  2. period ended2026-03-31
    13F 426,055 shares
    Change vs previous 13F -7,858 shares

    0.92% of the 13F portfolio, value $48,054,722.

    13F-HR 0001104659-26-054901 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 267,438 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 158,617 shares

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

  3. period ended2025-12-31
    13F 433,913 shares
    Change vs previous 13F +111,034 shares

    0.94% of the 13F portfolio, value $49,917,344.

    13F-HR 0001104659-26-011928 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 275,296 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 158,617 shares

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

  4. period ended2025-09-30
    13F 322,879 shares
    Change vs previous 13F -11,874 shares

    0.76% of the 13F portfolio, value $38,212,744.

    13F-HR 0001104659-25-104111 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 209,563 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 113,316 shares

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

  5. period ended2025-06-30
    13F 334,753 shares
    Change vs previous 13F +124,073 shares

    0.81% of the 13F portfolio, value $35,202,649.

    13F-HR 0001104659-25-073440 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 213,081 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 121,672 shares

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

  6. period ended2025-03-31
    13F 210,680 shares
    Change vs previous 13F -41,190 shares

    0.59% of the 13F portfolio, value $21,299,776.

    13F-HR 0001104659-25-043298 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 125,468 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 85,212 shares

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

  7. period ended2024-12-31
    13F 251,870 shares
    Change vs previous 13F +36,461 shares

    0.67% of the 13F portfolio, value $28,426,048.

    13F-HR 0001104659-25-011405 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 151,007 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 100,863 shares

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

  8. period ended2024-09-30
    13F 215,409 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $22,641,640.

    13F-HR 0001104659-24-112224 filed by EMERALD ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • EMERALD ADVISERS, LLC: 122,415 shares
    • EMERALD MUTUAL FUND ADVISERS TRUST: 92,994 shares

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