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TRANSCEND CAPITAL ADVISORS, LLC: ITUB position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 38,741 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,741 shares
    Change vs previous 13F +793 shares

    0.02% of the 13F portfolio, value $316,514.

    13F-HR 0001776082-26-000004 filed by TRANSCEND CAPITAL ADVISORS, 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 37,948 shares
    Change vs previous 13F +14,755 shares

    0.03% of the 13F portfolio, value $318,004.

    13F-HR 0001776082-26-000003 filed by TRANSCEND CAPITAL ADVISORS, 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 23,193 shares
    Change vs previous 13F +7,459 shares

    0.01% of the 13F portfolio, value $166,062.

    13F-HR 0001776082-26-000001 filed by TRANSCEND CAPITAL ADVISORS, 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 15,734 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $115,488.

    13F-HR 0001776082-25-000008 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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