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
- period ended2026-06-3013F 907,092 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 927,435 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 738,283 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 689,377 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 539,591 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 458,231 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 333,403 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 218,088 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).