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GeoWealth Management, LLC: MUFG position timeline

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

GeoWealth Management, LLC held 76,319 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,319 shares
    Change vs previous 13F +9,591 shares

    0.05% of the 13F portfolio, value $1,517,957.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 66,728 shares
    Change vs previous 13F +35,425 shares

    0.04% of the 13F portfolio, value $1,132,369.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 31,303 shares
    Change vs previous 13F -1,477 shares

    0.02% of the 13F portfolio, value $496,465.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 32,780 shares
    Change vs previous 13F +23,039 shares

    0.02% of the 13F portfolio, value $522,514.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 9,741 shares
    Change vs previous 13F +2,456 shares

    0.01% of the 13F portfolio, value $133,647.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 7,285 shares
    Change vs previous 13F -1,840 shares

    <0.01% of the 13F portfolio, value $99,294.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 9,125 shares
    Change vs previous 13F +658 shares

    <0.01% of the 13F portfolio, value $106,944.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 8,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,192.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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