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Capital Wealth Planning, LLC: MUFG position timeline

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

Capital Wealth Planning, LLC held 2,059,506 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,059,506 shares
    Change vs previous 13F +360,611 shares

    0.2% of the 13F portfolio, value $40,963,574.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 1,698,895 shares
    Change vs previous 13F +599,994 shares

    0.16% of the 13F portfolio, value $28,830,248.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 1,098,901 shares
    Change vs previous 13F +32,310 shares

    0.11% of the 13F portfolio, value $17,549,449.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 1,066,591 shares
    Change vs previous 13F +256,565 shares

    0.12% of the 13F portfolio, value $17,001,461.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 810,026 shares
    Change vs previous 13F +340,653 shares

    0.09% of the 13F portfolio, value $11,113,557.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 469,373 shares
    Change vs previous 13F +150,010 shares

    0.06% of the 13F portfolio, value $6,397,554.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 319,363 shares
    Change vs previous 13F +41,693 shares

    0.03% of the 13F portfolio, value $3,742,934.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 277,670 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,826,681.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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