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Disclosery

Ballentine Partners, LLC: ITUB position timeline

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

Ballentine Partners, LLC held 42,053 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,053 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $343,573.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 42,004 shares
    Change vs previous 13F +6,288 shares

    <0.01% of the 13F portfolio, value $351,994.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 35,716 shares
    Change vs previous 13F +6,146 shares

    <0.01% of the 13F portfolio, value $255,727.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 29,570 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $217,044.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 29,807 shares
    Change vs previous 13F +11,898 shares

    <0.01% of the 13F portfolio, value $202,390.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    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 17,909 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $98,500.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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