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Disclosery

HB Wealth Management, LLC: MUFG position timeline

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

HB Wealth Management, LLC held 90,600 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,600 shares
    Change vs previous 13F +2,925 shares

    0.01% of the 13F portfolio, value $1,802,046.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 87,675 shares
    Change vs previous 13F +9,149 shares

    0.01% of the 13F portfolio, value $1,487,855.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 78,526 shares
    Change vs previous 13F -11,978 shares

    0.01% of the 13F portfolio, value $1,245,432.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 90,504 shares
    Change vs previous 13F +63,038 shares

    0.01% of the 13F portfolio, value $1,442,645.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 27,466 shares
    Change vs previous 13F -51,370 shares

    <0.01% of the 13F portfolio, value $376,834.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 78,836 shares
    Change vs previous 13F +8,663 shares

    0.01% of the 13F portfolio, value $1,074,535.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 70,173 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $822,428.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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