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Kathmere Capital Management, LLC: MUFG position timeline

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

Kathmere Capital Management, LLC held 55,562 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 55,562 shares
    Change vs previous 13F +10,199 shares

    0.06% of the 13F portfolio, value $1,105,128.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 45,363 shares
    Change vs previous 13F +7,819 shares

    0.05% of the 13F portfolio, value $769,810.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 37,544 shares
    Change vs previous 13F +2,839 shares

    0.04% of the 13F portfolio, value $595,448.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 34,705 shares
    Change vs previous 13F +13,313 shares

    0.04% of the 13F portfolio, value $553,198.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 21,392 shares
    Change vs previous 13F -564 shares

    0.02% of the 13F portfolio, value $293,498.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 21,956 shares
    Change vs previous 13F +6,033 shares

    0.03% of the 13F portfolio, value $299,260.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 15,923 shares
    Change vs previous 13F +2,316 shares

    0.02% of the 13F portfolio, value $186,618.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital 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 13,607 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $138,519.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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