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LPL Financial LLC: MUFG position timeline

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

LPL Financial LLC held 907,092 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 907,092 shares
    Change vs previous 13F -20,343 shares

    <0.01% of the 13F portfolio, value $18,042,059.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 927,435 shares
    Change vs previous 13F +189,152 shares

    <0.01% of the 13F portfolio, value $15,738,569.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 738,283 shares
    Change vs previous 13F +48,906 shares

    <0.01% of the 13F portfolio, value $11,709,166.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 689,377 shares
    Change vs previous 13F +149,786 shares

    <0.01% of the 13F portfolio, value $10,988,675.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 539,591 shares
    Change vs previous 13F +81,360 shares

    <0.01% of the 13F portfolio, value $7,403,191.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 458,231 shares
    Change vs previous 13F +124,828 shares

    <0.01% of the 13F portfolio, value $6,245,689.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 333,403 shares
    Change vs previous 13F +115,315 shares

    <0.01% of the 13F portfolio, value $3,907,485.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 218,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,220,131.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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