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Disclosery

Corient Private Wealth LP: MUFG position timeline

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

Corient Private Wealth LP held 161,200 MUFG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 161,200 shares
    Change vs previous 13F -3,032 shares

    <0.01% of the 13F portfolio, value $3,206,584.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 164,232 shares
    Change vs previous 13F +22,111 shares

    <0.01% of the 13F portfolio, value $2,726,897.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 142,121 shares
    Change vs previous 13F +4,895 shares

    <0.01% of the 13F portfolio, value $2,254,045.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 137,226 shares
    Change vs previous 13F -71,112 shares

    <0.01% of the 13F portfolio, value $2,187,377.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 137,226 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 208,338 shares
    Change vs previous 13F +89,613 shares

    <0.01% of the 13F portfolio, value $2,858,402.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 198,338 shares
    • Corient IA LP: 10,000 shares

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

  6. period ended2025-03-31
    13F 118,725 shares
    Change vs previous 13F -1,633 shares

    <0.01% of the 13F portfolio, value $1,618,242.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 120,358 shares
    Change vs previous 13F +5,783 shares

    <0.01% of the 13F portfolio, value $1,410,613.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 114,575 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,166,369.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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