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Disclosery

Gradient Investments LLC: MUFG position timeline

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

Gradient Investments LLC held 288,000 MUFG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 288,000 shares
    Change vs previous 13F -13,721 shares

    0.09% of the 13F portfolio, value $6,644,152.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 301,721 shares
    Change vs previous 13F +16,157 shares

    0.08% of the 13F portfolio, value $6,001,231.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 285,564 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,846,021.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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