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Portside Wealth Group, LLC: MUFG position timeline

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

Portside Wealth Group, LLC held 57,447 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,447 shares
    Change vs previous 13F -6,783 shares

    0.13% of the 13F portfolio, value $1,142,621.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 64,230 shares
    Change vs previous 13F +3,954 shares

    0.15% of the 13F portfolio, value $1,089,984.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 60,276 shares
    Change vs previous 13F +10,933 shares

    0.13% of the 13F portfolio, value $955,977.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 49,343 shares
    Change vs previous 13F -608 shares

    0.11% of the 13F portfolio, value $786,527.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 49,951 shares
    Change vs previous 13F +1,153 shares

    0.1% of the 13F portfolio, value $685,328.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 48,798 shares
    Change vs previous 13F +6,759 shares

    0.11% of the 13F portfolio, value $665,117.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 42,039 shares
    Change vs previous 13F +11,946 shares

    0.08% of the 13F portfolio, value $492,697.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 30,093 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $306,348.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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