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Disclosery

Wallace Advisory Group, LLC: MUFG position timeline

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

Wallace Advisory Group, LLC held 10,081 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,081 shares
    Change vs previous 13F -646 shares

    0.19% of the 13F portfolio, value $200,511.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory 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 10,727 shares
    Change vs previous 13F +186 shares

    0.19% of the 13F portfolio, value $182,037.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory 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 10,541 shares
    Change vs previous 13F -5,512 shares

    0.18% of the 13F portfolio, value $167,180.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory 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 16,053 shares
    Change vs previous 13F -3,506 shares

    0.18% of the 13F portfolio, value $220,247.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory 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 19,559 shares
    Change vs previous 13F +3,040 shares

    0.19% of the 13F portfolio, value $266,589.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory 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 16,519 shares
    Change vs previous 13F +4,879 shares

    0.13% of the 13F portfolio, value $193,603.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory 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 11,640 shares
    Change vs previous 13F -528 shares

    0.08% of the 13F portfolio, value $118,496.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory 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 12,168 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $131,414.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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