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GUGGENHEIM CAPITAL LLC: UMBF position timeline

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

GUGGENHEIM CAPITAL LLC held 20,359 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,359 shares
    Change vs previous 13F -1,333 shares

    0.02% of the 13F portfolio, value $2,906,451.

    13F-HR 0001283072-26-000004 filed by GUGGENHEIM CAPITAL 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 21,692 shares
    Change vs previous 13F +656 shares

    0.02% of the 13F portfolio, value $2,446,641.

    13F-HR 0001283072-26-000003 filed by GUGGENHEIM CAPITAL 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 21,036 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $2,419,981.

    13F-HR 0001283072-26-000002 filed by GUGGENHEIM CAPITAL 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 21,063 shares
    Change vs previous 13F -2,437 shares

    0.02% of the 13F portfolio, value $2,492,806.

    13F-HR 0001283072-25-000005 filed by GUGGENHEIM CAPITAL 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 23,500 shares
    Change vs previous 13F +327 shares

    0.02% of the 13F portfolio, value $2,471,260.

    13F-HR 0001283072-25-000004 filed by GUGGENHEIM CAPITAL 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 23,173 shares
    Change vs previous 13F +5,346 shares

    0.02% of the 13F portfolio, value $2,342,790.

    13F-HR 0001283072-25-000002 filed by GUGGENHEIM CAPITAL LLC
    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 17,827 shares
    Change vs previous 13F +7,759 shares

    0.02% of the 13F portfolio, value $2,011,955.

    13F-HR 0001283072-25-000001 filed by GUGGENHEIM CAPITAL LLC
    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 10,068 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,058,247.

    13F-HR 0001283072-24-000007 filed by GUGGENHEIM CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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