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Disclosery

Naviter Wealth, LLC: MUFG position timeline

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

Naviter Wealth, LLC held 297,300 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 297,300 shares
    Change vs previous 13F +61,470 shares

    0.55% of the 13F portfolio, value $6,002,333.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 235,830 shares
    Change vs previous 13F +8,712 shares

    0.5% of the 13F portfolio, value $4,002,042.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 227,118 shares
    Change vs previous 13F -44,478 shares

    0.47% of the 13F portfolio, value $3,602,091.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 271,596 shares
    Change vs previous 13F +8,984 shares

    0.5% of the 13F portfolio, value $4,329,240.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 262,612 shares
    Change vs previous 13F +10,216 shares

    0.45% of the 13F portfolio, value $3,669,094.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 252,396 shares
    Change vs previous 13F +2,590 shares

    0.43% of the 13F portfolio, value $3,528,496.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 249,806 shares
    Change vs previous 13F -28,915 shares

    0.35% of the 13F portfolio, value $2,927,726.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 278,721 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,837,380.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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