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Disclosery

Ballentine Partners, LLC: MUFG position timeline

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

Ballentine Partners, LLC held 88,535 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,535 shares
    Change vs previous 13F +7,276 shares

    0.02% of the 13F portfolio, value $1,760,961.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 81,259 shares
    Change vs previous 13F +4,733 shares

    0.02% of the 13F portfolio, value $1,378,966.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 76,526 shares
    Change vs previous 13F +2,492 shares

    0.02% of the 13F portfolio, value $1,213,703.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 74,034 shares
    Change vs previous 13F -2,462 shares

    0.02% of the 13F portfolio, value $1,180,103.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 76,496 shares
    Change vs previous 13F +4,534 shares

    0.02% of the 13F portfolio, value $1,049,526.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 71,962 shares
    Change vs previous 13F +3,207 shares

    0.02% of the 13F portfolio, value $980,842.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 68,755 shares
    Change vs previous 13F +9,055 shares

    0.01% of the 13F portfolio, value $805,809.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 59,700 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $607,746.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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