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Altman Advisors, Inc.: MUFG position timeline

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

Altman Advisors, Inc. held 176,171 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,171 shares
    Change vs previous 13F -1,029 shares

    1.26% of the 13F portfolio, value $3,504,033.

    13F-HR 0001731671-26-000003 filed by Altman Advisors, Inc.
    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 177,200 shares
    Change vs previous 13F -25,571 shares

    1.25% of the 13F portfolio, value $3,007,077.

    13F-HR 0001731671-26-000002 filed by Altman Advisors, Inc.
    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 202,771 shares
    Change vs previous 13F +1,490 shares

    1.21% of the 13F portfolio, value $3,215,942.

    13F-HR 0001731671-26-000001 filed by Altman Advisors, Inc.
    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/A 201,281 shares
    Change vs previous 13F +398 shares

    1.23% of the 13F portfolio, value $3,208,413.

    13F-HR/A 0001731671-25-000003 filed by Altman Advisors, Inc.
    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 200,883 shares
    Change vs previous 13F +2,121 shares

    1.13% of the 13F portfolio, value $2,758,118.

    13F-HR 0001085146-25-004680 filed by Altman Advisors, Inc.
    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 198,762 shares
    Change vs previous 13F -1,762 shares

    1.16% of the 13F portfolio, value $2,512,347.

    13F-HR 0001085146-25-002563 filed by Altman Advisors, Inc.
    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 200,524 shares
    Change vs previous 13F -2,141 shares

    1% of the 13F portfolio, value $2,350,137.

    13F-HR 0001085146-25-001263 filed by Altman Advisors, Inc.
    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 202,665 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,063,126.

    13F-HR 0001085146-24-005473 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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