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RITHOLTZ WEALTH MANAGEMENT: MUFG position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 294,071 MUFG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 294,071 shares
    Change vs previous 13F +12,957 shares

    0.09% of the 13F portfolio, value $5,849,076.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 281,114 shares
    Change vs previous 13F +18,653 shares

    0.08% of the 13F portfolio, value $4,770,505.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 262,461 shares
    Change vs previous 13F +7,648 shares

    0.08% of the 13F portfolio, value $4,162,632.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 254,813 shares
    Change vs previous 13F +64,194 shares

    0.08% of the 13F portfolio, value $4,061,724.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 190,619 shares
    Change vs previous 13F -6,609 shares

    0.06% of the 13F portfolio, value $2,615,296.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 197,228 shares
    Change vs previous 13F -22,602 shares

    0.08% of the 13F portfolio, value $2,688,211.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 219,830 shares
    Change vs previous 13F -16,638 shares

    0.08% of the 13F portfolio, value $2,576,402.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 236,468 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,407,247.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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