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Kestra Advisory Services, LLC: MUFG position timeline

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

Kestra Advisory Services, LLC held 21,804 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,804 shares
    Change vs previous 13F +89 shares

    <0.01% of the 13F portfolio, value $433,676.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 21,715 shares
    Change vs previous 13F -26,863 shares

    <0.01% of the 13F portfolio, value $368,505.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 48,578 shares
    Change vs previous 13F +1,271 shares

    <0.01% of the 13F portfolio, value $770,439.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 47,307 shares
    Change vs previous 13F +10,605 shares

    <0.01% of the 13F portfolio, value $754,080.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 36,702 shares
    Change vs previous 13F -36,875 shares

    <0.01% of the 13F portfolio, value $503,547.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 36,702 shares

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

  6. period ended2025-03-31
    13F/A 73,577 shares
    Change vs previous 13F +41,156 shares

    <0.01% of the 13F portfolio, value $1,002,854.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 49,445 shares
    • Kestra Advisory Services, LLC: 24,132 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 32,421 shares
    Change vs previous 13F +11,882 shares

    <0.01% of the 13F portfolio, value $379,980.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 32,139 shares
    • Kestra Investment Management, LLC: 282 shares

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

  8. period ended2024-09-30
    13F 20,539 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,089.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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