Skip to content
Disclosery

Focus Partners Wealth: MUFG position timeline

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

Focus Partners Wealth held 368,982 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 368,982 shares
    Change vs previous 13F +29,430 shares

    0.01% of the 13F portfolio, value $7,394,507.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 349,345 shares
    • Focus Partners Advisor Solutions, LLC: 19,637 shares

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

  2. period ended2026-03-31
    13F 339,552 shares
    Change vs previous 13F +33,466 shares

    0.01% of the 13F portfolio, value $5,791,112.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 324,017 shares
    • Focus Partners Advisor Solutions, LLC: 15,535 shares

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

  3. period ended2025-12-31
    13F 306,086 shares
    Change vs previous 13F +78,088 shares

    0.01% of the 13F portfolio, value $4,854,559.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 294,450 shares
    • Focus Partners Advisor Solutions, LLC: 11,636 shares

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

  4. period ended2025-09-30
    13F 227,998 shares
    Change vs previous 13F +186,961 shares

    0.01% of the 13F portfolio, value $3,629,485.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 217,710 shares
    • Focus Partners Advisor Solutions, LLC: 10,288 shares

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

  5. period ended2025-06-30
    13F 41,037 shares
    Change vs previous 13F +25,078 shares

    <0.01% of the 13F portfolio, value $563,023.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 15,959 shares
    Change vs previous 13F +2,058 shares

    <0.01% of the 13F portfolio, value $217,516.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 13,901 shares
    Change vs previous 13F +13,901 shares

    <0.01% of the 13F portfolio, value $162,925.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.