Diversify Advisory Services, LLC

SEC CIK: 0002021232
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

UMBF holding history

Umb Financial Corp in every 13F filed by Diversify Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UMBF overview All 13F holders of UMBF Full Q2 2026 holdings

Shares (Q2 2026): 14,149
Value: $1.99M
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2025

Holdings of UMBF by Diversify Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,149	$1.99M	<0.1%	+14,149	New	Holders
Q3 2025	0	$0	0.0%	−2,390−100.0%	Sold out	Holders
Q2 2025	2,390	$273.8K	<0.1%	+2,390	New	Holders