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FULCRUM WEALTH ADVISORS, LLC: MUFG position timeline

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

FULCRUM WEALTH ADVISORS, LLC held 154,380 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,380 shares
    Change vs previous 13F -3,281 shares

    2.35% of the 13F portfolio, value $3,070,618.

    13F-HR 0002108790-26-000004 filed by FULCRUM WEALTH ADVISORS, 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 157,661 shares
    Change vs previous 13F -34,515 shares

    2.22% of the 13F portfolio, value $2,675,507.

    13F-HR 0002108790-26-000003 filed by FULCRUM WEALTH ADVISORS, 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 192,176 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $3,047,911.

    13F-HR 0002108790-26-000001 filed by FULCRUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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