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Disclosery

MORGAN STANLEY: UMBF position timeline

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

MORGAN STANLEY held 939,019 UMBF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 939,019 shares
    Change vs previous 13F -67,899 shares

    0.01% of the 13F portfolio, value $134,054,606.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 1,006,918 shares
    Change vs previous 13F +190,536 shares

    0.01% of the 13F portfolio, value $113,570,518.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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/A 816,382 shares
    Change vs previous 13F +90,689 shares

    0.01% of the 13F portfolio, value $93,916,720.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 725,693 shares
    Change vs previous 13F +171,885 shares

    0.01% of the 13F portfolio, value $85,886,078.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    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 553,808 shares
    Change vs previous 13F +59,009 shares

    <0.01% of the 13F portfolio, value $58,238,554.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    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 494,799 shares
    Change vs previous 13F +121,667 shares

    <0.01% of the 13F portfolio, value $50,024,457.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    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/A 373,132 shares
    Change vs previous 13F +8,640 shares

    <0.01% of the 13F portfolio, value $42,111,750.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    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/A 364,492 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,311,928.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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