Aprio Wealth Management, LLC: MUFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aprio Wealth Management, LLC on MUFG, newest first. How the timeline and the estimate are built.
Aprio Wealth Management, LLC held 48,834 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 48,834 sharesChange vs previous 13F +4,893 shares
0.05% of the 13F portfolio, value $971,316.
13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,941 sharesChange vs previous 13F +3,010 shares
0.04% of the 13F portfolio, value $745,685.
13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,931 sharesChange vs previous 13F +3,485 shares
0.04% of the 13F portfolio, value $654,026.
13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 37,446 sharesChange vs previous 13F +2,687 shares
0.06% of the 13F portfolio, value $596,895.
13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,759 sharesChange vs previous 13F -1,713 shares
0.05% of the 13F portfolio, value $476,899.
13F-HR 0001803519-25-000004 filed by Aprio Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,472 sharesChange vs previous 13F +11,639 shares
0.06% of the 13F portfolio, value $497,113.
13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,833 sharesChange vs previous 13F +4,764 shares
0.04% of the 13F portfolio, value $291,043.
13F-HR 0001472800-25-000002 filed by Aprio Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,069 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $204,302.
13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).