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Disclosery

PDS Planning, Inc: ITUB position timeline

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

PDS Planning, Inc held 25,356 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 25,356 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $207,159.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 25,299 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $212,006.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 25,422 shares
    Change vs previous 13F +825 shares

    0.01% of the 13F portfolio, value $182,022.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 24,597 shares
    Change vs previous 13F -1,877 shares

    0.01% of the 13F portfolio, value $180,542.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 26,474 shares
    Change vs previous 13F +5,574 shares

    0.01% of the 13F portfolio, value $179,758.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 20,900 shares
    Change vs previous 13F +7,225 shares

    0.01% of the 13F portfolio, value $114,950.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 13,675 shares
    Change vs previous 13F -2,868 shares

    0.01% of the 13F portfolio, value $67,828.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 16,543 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $110,011.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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