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Focus Partners Wealth: UMBF position timeline

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

Focus Partners Wealth held 36,610 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,610 shares
    Change vs previous 13F +741 shares

    <0.01% of the 13F portfolio, value $5,226,613.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,373 shares
    • Focus Partners Advisor Solutions, LLC: 29,237 shares

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

  2. period ended2026-03-31
    13F 35,869 shares
    Change vs previous 13F +2,776 shares

    <0.01% of the 13F portfolio, value $4,045,871.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,787 shares
    • Focus Partners Advisor Solutions, LLC: 28,082 shares

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

  3. period ended2025-12-31
    13F 33,093 shares
    Change vs previous 13F +5,425 shares

    <0.01% of the 13F portfolio, value $3,807,217.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,816 shares
    • Focus Partners Advisor Solutions, LLC: 26,277 shares

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

  4. period ended2025-09-30
    13F 27,668 shares
    Change vs previous 13F +1,581 shares

    0.04% of the 13F portfolio, value $3,259,932.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, 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 26,087 shares
    Change vs previous 13F +986 shares

    0.04% of the 13F portfolio, value $2,743,443.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, 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 25,101 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,537,696.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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