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Advisors Asset Management, Inc.: ITUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on ITUB, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 289,789 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,789 shares
    Change vs previous 13F +12,716 shares

    0.04% of the 13F portfolio, value $2,367,576.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 277,073 shares
    Change vs previous 13F +86,193 shares

    0.04% of the 13F portfolio, value $2,321,872.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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 190,880 shares
    Change vs previous 13F +44,966 shares

    0.02% of the 13F portfolio, value $1,366,701.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 145,914 shares
    Change vs previous 13F +54,623 shares

    0.02% of the 13F portfolio, value $1,071,009.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 91,291 shares
    Change vs previous 13F +7,085 shares

    0.01% of the 13F portfolio, value $619,866.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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 84,206 shares
    Change vs previous 13F +11,670 shares

    0.01% of the 13F portfolio, value $463,133.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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 72,536 shares
    Change vs previous 13F +3,272 shares

    0.01% of the 13F portfolio, value $359,779.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 69,264 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $460,606.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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