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Walkner Condon Financial Advisors LLC: MUFG position timeline

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

Walkner Condon Financial Advisors LLC held 23,184 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,184 shares
    Change vs previous 13F +1,506 shares

    0.05% of the 13F portfolio, value $461,130.

    13F-HR 0001817494-26-000003 filed by Walkner Condon Financial Advisors 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 21,678 shares
    Change vs previous 13F +4,180 shares

    0.05% of the 13F portfolio, value $367,876.

    13F-HR 0001817494-26-000002 filed by Walkner Condon Financial Advisors 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 17,498 shares
    Change vs previous 13F +1,478 shares

    0.04% of the 13F portfolio, value $277,518.

    13F-HR 0001817494-26-000001 filed by Walkner Condon Financial Advisors 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 16,020 shares
    Change vs previous 13F +1,210 shares

    0.04% of the 13F portfolio, value $255,348.

    13F-HR 0001817494-25-000003 filed by Walkner Condon Financial Advisors 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 14,810 shares
    Change vs previous 13F +1,342 shares

    0.04% of the 13F portfolio, value $203,236.

    13F-HR 0001085146-25-004588 filed by Walkner Condon Financial Advisors 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 13,468 shares
    Change vs previous 13F -158 shares

    0.04% of the 13F portfolio, value $183,662.

    13F-HR 0001085146-25-002240 filed by Walkner Condon Financial Advisors 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 13,626 shares
    Change vs previous 13F +288 shares

    0.03% of the 13F portfolio, value $159,702.

    13F-HR 0001085146-25-000620 filed by Walkner Condon Financial Advisors 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 13,338 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $135,842.

    13F-HR 0001085146-24-005264 filed by Walkner Condon Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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