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Moran Wealth Management, LLC: MUFG position timeline

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

Moran Wealth Management, LLC held 383,724 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 383,724 shares
    Change vs previous 13F -144,380 shares

    0.21% of the 13F portfolio, value $7,632,270.

    13F-HR 0001965334-26-000004 filed by Moran Wealth 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 528,104 shares
    Change vs previous 13F +41,636 shares

    0.27% of the 13F portfolio, value $8,961,925.

    13F-HR 0002085853-26-000507 filed by Moran Wealth 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 486,468 shares
    Change vs previous 13F +132,841 shares

    0.24% of the 13F portfolio, value $7,715,382.

    13F-HR 0002085853-26-000091 filed by Moran Wealth 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 353,627 shares
    Change vs previous 13F +7,963 shares

    0.17% of the 13F portfolio, value $5,636,807.

    13F-HR 0002085853-25-000149 filed by Moran Wealth 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 345,664 shares
    Change vs previous 13F +5,224 shares

    0.15% of the 13F portfolio, value $4,742,510.

    13F-HR 0001667731-25-000988 filed by Moran Wealth 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 340,440 shares
    Change vs previous 13F -22,108 shares

    0.16% of the 13F portfolio, value $4,640,197.

    13F-HR 0001667731-25-000498 filed by Moran Wealth 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 362,548 shares
    Change vs previous 13F -7,432 shares

    0.14% of the 13F portfolio, value $4,249,063.

    13F-HR 0001667731-25-000219 filed by Moran Wealth 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 369,980 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,766,396.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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