WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
UMBF holding history
Umb Financial Corp in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UMBF overviewAll 13F holders of UMBFFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −3,483−100.0% | Sold out | Holders |
| Q2 2024 | 3,483 | $290.6K | <0.1% | −2,614−42.9% | Reduced | Holders |
| Q1 2024 | 6,097 | $530.4K | 0.1% | −69,797−92.0% | Reduced | Holders |
| Q4 2023 | 75,894 | $6.34M | 0.7% | −1,887−2.4% | Reduced | Holders |
| Q3 2023 | 77,781 | $4.83M | 0.6% | +40,406+108.1% | Added | Holders |
| Q2 2023 | 37,375 | $2.28M | 0.3% | −21,837−36.9% | Reduced | Holders |
| Q1 2023 | 59,212 | $3.42M | 0.4% | −41,488−41.2% | Reduced | Holders |
| Q4 2022 | 100,700 | $9.18M | 0.6% | – | No prior filing | Holders |