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Moran Wealth Management, LLC: ITUB position timeline

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

Moran Wealth Management, LLC held 1,034,027 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,034,027 shares
    Change vs previous 13F +22,678 shares

    0.23% of the 13F portfolio, value $8,448,000.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, 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 1,011,349 shares
    Change vs previous 13F +94,609 shares

    0.26% of the 13F portfolio, value $8,475,105.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, 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 916,740 shares
    Change vs previous 13F +69,293 shares

    0.2% of the 13F portfolio, value $6,563,859.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, 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 847,447 shares
    Change vs previous 13F +19,192 shares

    0.19% of the 13F portfolio, value $6,220,262.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, 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 828,255 shares
    Change vs previous 13F +4,499 shares

    0.17% of the 13F portfolio, value $5,623,852.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, 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 823,756 shares
    Change vs previous 13F +113,618 shares

    0.15% of the 13F portfolio, value $4,530,657.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
    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 710,138 shares
    Change vs previous 13F -48,539 shares

    0.11% of the 13F portfolio, value $3,522,284.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
    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 758,677 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,045,202.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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