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IEQ CAPITAL, LLC: ITUB position timeline

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

IEQ CAPITAL, LLC held 96,657 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,657 shares
    Change vs previous 13F -18,955 shares

    <0.01% of the 13F portfolio, value $789,686.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 115,612 shares
    Change vs previous 13F +13,751 shares

    <0.01% of the 13F portfolio, value $968,823.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 101,861 shares
    Change vs previous 13F +43,477 shares

    <0.01% of the 13F portfolio, value $729,324.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 58,384 shares
    Change vs previous 13F +38,273 shares

    <0.01% of the 13F portfolio, value $428,542.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 20,111 shares
    Change vs previous 13F +8,491 shares

    <0.01% of the 13F portfolio, value $136,553.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 11,620 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $63,912.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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