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Disclosery

Corient Private Wealth LP: ITUB position timeline

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

Corient Private Wealth LP held 47,753 ITUB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 47,753 shares
    Change vs previous 13F -5,637 shares

    <0.01% of the 13F portfolio, value $390,199.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 53,390 shares
    Change vs previous 13F -2,152 shares

    <0.01% of the 13F portfolio, value $409,404.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 55,542 shares
    Change vs previous 13F +14,411 shares

    <0.01% of the 13F portfolio, value $398,022.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 41,131 shares
    Change vs previous 13F +928 shares

    <0.01% of the 13F portfolio, value $301,905.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 40,203 shares
    Change vs previous 13F +21,443 shares

    <0.01% of the 13F portfolio, value $272,982.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 18,760 shares
    Change vs previous 13F +939 shares

    <0.01% of the 13F portfolio, value $103,183.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 17,821 shares
    Change vs previous 13F -7,009 shares

    <0.01% of the 13F portfolio, value $88,392.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 24,830 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $165,120.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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