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Legacy Wealth Asset Management, LLC: MUFG position timeline

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

Legacy Wealth Asset Management, LLC held 136,016 MUFG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 136,016 shares
    Change vs previous 13F -2,002 shares

    0.69% of the 13F portfolio, value $3,137,889.

    13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 138,018 shares
    Change vs previous 13F -884 shares

    0.6% of the 13F portfolio, value $2,745,178.

    13F-HR 0001846151-26-000003 filed by Legacy Wealth Asset 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 ended2026-03-31
    13F 138,902 shares
    Change vs previous 13F +15,581 shares

    0.57% of the 13F portfolio, value $2,357,167.

    13F-HR 0001846151-26-000002 filed by Legacy Wealth Asset 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 ended2025-12-31
    13F 123,321 shares
    Change vs previous 13F -19,754 shares

    0.48% of the 13F portfolio, value $1,955,871.

    13F-HR 0001846151-26-000001 filed by Legacy Wealth Asset 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 ended2025-09-30
    13F 143,075 shares
    Change vs previous 13F +470 shares

    0.55% of the 13F portfolio, value $2,280,616.

    13F-HR 0001085146-25-005936 filed by Legacy Wealth Asset 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 ended2025-06-30
    13F 142,605 shares
    Change vs previous 13F -74,199 shares

    0.5% of the 13F portfolio, value $1,956,541.

    13F-HR 0001085146-25-004314 filed by Legacy Wealth Asset 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 ended2025-03-31
    13F 216,804 shares
    Change vs previous 13F -12,603 shares

    0.82% of the 13F portfolio, value $2,955,039.

    13F-HR 0001085146-25-001937 filed by Legacy Wealth Asset 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 ended2024-12-31
    13F 229,407 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,688,650.

    13F-HR 0001085146-25-000198 filed by Legacy Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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