Athena Wealth Management, LLC: MUFG position timeline

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

Athena Wealth Management, LLC held 18,163 MUFG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 18,163 shares
Change vs previous 13F +823 shares
0.3% of the 13F portfolio, value $419,032.
13F-HR 0001172661-26-004463 filed by Athena Wealth Management, LLC
Accepted 2026-10-09 14:51:31 UTC, ingested 2026-10-09 14:53:03 UTC
period ended2026-06-30
13F 17,340 shares
Change vs previous 13F not available
0.26% of the 13F portfolio, value $344,893.
13F-HR 0001172661-26-002714 filed by Athena Wealth Management, LLC
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).