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ROTHSCHILD INVESTMENT LLC: MUFG position timeline

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

ROTHSCHILD INVESTMENT LLC held 8,141 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,141 shares
    Change vs previous 13F +1,235 shares

    0.01% of the 13F portfolio, value $161,924.

    13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT 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 6,906 shares
    Change vs previous 13F -1,296 shares

    0.01% of the 13F portfolio, value $117,195.

    13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT 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 8,202 shares
    Change vs previous 13F -77 shares

    0.01% of the 13F portfolio, value $130,084.

    13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT 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 8,279 shares
    Change vs previous 13F +2,129 shares

    0.01% of the 13F portfolio, value $131,967.

    13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT 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 6,150 shares
    Change vs previous 13F +77 shares

    0.01% of the 13F portfolio, value $84,378.

    13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT 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 6,073 shares
    Change vs previous 13F -999 shares

    0.01% of the 13F portfolio, value $82,775.

    13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT 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 7,072 shares
    Change vs previous 13F +190 shares

    0.01% of the 13F portfolio, value $82,884.

    13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT 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 6,882 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $70,059.

    13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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