UMB Private Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2026
Location
Kansas City, MO
CIK
0002154233
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2026 1,410 103,316 IVV, BOXX, GVI, IEFA 13F-HR 10/19/2026 000215423326000002