MASSACHUSETTS FINANCIAL SERVICES CO /MA/: UMBF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MASSACHUSETTS FINANCIAL SERVICES CO /MA/ on UMBF, newest first. How the timeline and the estimate are built.
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held 353,035 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 353,035 sharesChange vs previous 13F +13,333 shares
0.02% of the 13F portfolio, value $50,399,276.
13F-HR 0000912938-26-000775 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 339,702 sharesChange vs previous 13F -13,539 shares
0.01% of the 13F portfolio, value $38,314,988.
13F-HR 0000912938-26-000604 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 353,241 sharesChange vs previous 13F -12,462 shares
0.01% of the 13F portfolio, value $40,636,845.
13F-HR 0000912938-26-000025 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 365,703 sharesChange vs previous 13F -24,947 shares
0.01% of the 13F portfolio, value $43,280,950.
13F-HR 0000912938-25-000200 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 390,650 sharesChange vs previous 13F -22,246 shares
0.01% of the 13F portfolio, value $41,080,754.
13F-HR 0000912938-25-000121 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 412,896 sharesChange vs previous 13F -50,650 shares
0.01% of the 13F portfolio, value $41,743,786.
13F-HR 0000912938-25-000044 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 463,546 sharesChange vs previous 13F -39,840 shares
0.02% of the 13F portfolio, value $52,315,802.
13F-HR 0000912938-25-000009 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 503,386 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $52,910,902.
13F-HR 0000912938-24-000298 filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).