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Aaron Wealth Advisors LLC: MUFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on MUFG, newest first. How the timeline and the estimate are built.

Aaron Wealth Advisors LLC held 150,101 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,101 shares
    Change vs previous 13F +10,567 shares

    0.15% of the 13F portfolio, value $2,985,509.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
    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 139,534 shares
    Change vs previous 13F +32,364 shares

    0.14% of the 13F portfolio, value $2,367,892.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
    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 107,170 shares
    Change vs previous 13F +23,832 shares

    0.09% of the 13F portfolio, value $1,699,716.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
    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 83,338 shares
    Change vs previous 13F -16,784 shares

    0.08% of the 13F portfolio, value $1,328,408.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
    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 100,122 shares
    Change vs previous 13F +8,996 shares

    0.14% of the 13F portfolio, value $1,373,674.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
    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 91,126 shares
    Change vs previous 13F +5,565 shares

    0.14% of the 13F portfolio, value $1,242,047.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
    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 85,561 shares
    Change vs previous 13F +7,819 shares

    0.12% of the 13F portfolio, value $1,002,775.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    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 77,742 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $791,414.

    13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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