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Disclosery

Horizon Investments, LLC: MUFG position timeline

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

Horizon Investments, LLC held 4,987 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,987 shares
    Change vs previous 13F -7,817 shares

    <0.01% of the 13F portfolio, value $99,191.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 12,804 shares
    Change vs previous 13F +7,613 shares

    <0.01% of the 13F portfolio, value $217,284.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 5,191 shares
    Change vs previous 13F +1,616 shares

    <0.01% of the 13F portfolio, value $82,329.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 3,575 shares
    Change vs previous 13F +734 shares

    <0.01% of the 13F portfolio, value $56,986.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 2,841 shares
    Change vs previous 13F +429 shares

    <0.01% of the 13F portfolio, value $38,979.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 2,412 shares
    Change vs previous 13F +721 shares

    <0.01% of the 13F portfolio, value $32,876.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 1,691 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,819.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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