EVERGREEN CAPITAL MANAGEMENT LLC: ITUB position timeline

EVERGREEN CAPITAL MANAGEMENT LLC held 5,338,043 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,338,043 shares

   Change vs previous 13F +5,321,858 shares

   0.77% of the 13F portfolio, value $43,630,485.

   13F-HR 0001172661-26-002761 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 16,185 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $136,788.

   13F-HR 0001172661-26-001935 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 16,185 shares

   Change vs previous 13F -47,508 shares

   <0.01% of the 13F portfolio, value $117,025.

   13F-HR 0001172661-26-000334 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 63,693 shares

   Change vs previous 13F -34,070 shares

   0.01% of the 13F portfolio, value $468,554.

   13F-HR 0001172661-25-004467 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 97,763 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $670,375.

   13F-HR 0001172661-25-003310 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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