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Disclosery

Naviter Wealth, LLC: ITUB position timeline

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

Naviter Wealth, LLC held 99,882 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,882 shares
    Change vs previous 13F +21,689 shares

    0.08% of the 13F portfolio, value $829,522.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 78,193 shares
    Change vs previous 13F +6,477 shares

    0.08% of the 13F portfolio, value $660,833.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 71,716 shares
    Change vs previous 13F -3,491 shares

    0.07% of the 13F portfolio, value $513,709.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 75,207 shares
    Change vs previous 13F +7,308 shares

    0.06% of the 13F portfolio, value $552,264.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 67,899 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $461,505.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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