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Manager record

UMB Private Wealth Management, LLC

CIK 2154233 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$103.32MReported 13F valueQ3 2026 · as filed
1,410Holdings listed
1Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q3 2026 to Q3 2026Q3 2026: $103.3M$103.3MQ3 20261,410 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$103.32M · 1,410 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology