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CAPTRUST FINANCIAL ADVISORS: ITUB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 22,228 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,228 shares
    Change vs previous 13F -462,710 shares

    <0.01% of the 13F portfolio, value $181,603.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 484,938 shares
    Change vs previous 13F +464,254 shares

    0.01% of the 13F portfolio, value $4,063,780.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 20,684 shares
    Change vs previous 13F +1,434 shares

    <0.01% of the 13F portfolio, value $148,097.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 19,250 shares
    Change vs previous 13F +466 shares

    <0.01% of the 13F portfolio, value $141,295.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 18,784 shares
    Change vs previous 13F -5,488 shares

    <0.01% of the 13F portfolio, value $127,543.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 24,272 shares
    Change vs previous 13F +1,271 shares

    <0.01% of the 13F portfolio, value $133,496.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,001 shares
    Change vs previous 13F -966 shares

    <0.01% of the 13F portfolio, value $114,085.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,967 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $159,381.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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