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Orion Porfolio Solutions, LLC: MUFG position timeline

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

Orion Porfolio Solutions, LLC held 282,623 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,623 shares
    Change vs previous 13F -50,920 shares

    0.04% of the 13F portfolio, value $5,621,361.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 333,543 shares
    Change vs previous 13F -1,337 shares

    0.05% of the 13F portfolio, value $5,660,212.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 334,880 shares
    Change vs previous 13F -114,654 shares

    0.04% of the 13F portfolio, value $5,311,194.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 449,534 shares
    Change vs previous 13F +10,552 shares

    0.06% of the 13F portfolio, value $7,165,565.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 438,982 shares
    Change vs previous 13F +13,485 shares

    0.05% of the 13F portfolio, value $6,022,828.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 425,497 shares
    Change vs previous 13F +35,807 shares

    0.06% of the 13F portfolio, value $5,799,520.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 389,690 shares
    Change vs previous 13F +137,224 shares

    0.05% of the 13F portfolio, value $4,567,163.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 252,466 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,570,104.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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