HERNDON CAPITAL MANAGEMENT LLC: ITUB position timeline

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

HERNDON CAPITAL MANAGEMENT LLC held 52,030 ITUB shares at 2017-06-30 per its 13F-HR filed 2017-08-04.

the latest 13F is the newest step

period ended2017-06-30
13F 52,030 shares
Change vs previous 13F +52,030 shares
0.09% of the 13F portfolio, value $575,000.
13F-HR 0000909012-17-000132 filed by HERNDON CAPITAL MANAGEMENT LLC
Filed 2017-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2016-03-31
13F 0 shares
Change vs previous 13F -329,528 shares
13F-HR 0000909012-16-000517 filed by HERNDON CAPITAL MANAGEMENT LLC
Filed 2016-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2015-12-31
13F 329,528 shares
Change vs previous 13F -20,637 shares
0.05% of the 13F portfolio, value $2,145,000.
13F-HR 0000909012-16-000391 filed by HERNDON CAPITAL MANAGEMENT LLC
Filed 2016-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2015-09-30
13F 350,165 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $2,318,000.
13F-HR 0000909012-15-000327 filed by HERNDON CAPITAL MANAGEMENT LLC
Filed 2015-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC
Acceptance time not in the bulk data set (spec §4.2).