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Disclosery

Itau Unibanco Holding S.A.: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Itau Unibanco Holding S.A. on AXP, newest first. How the timeline and the estimate are built.

Itau Unibanco Holding S.A. held 1,050 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,050 shares
    Change vs previous 13F +1,050 shares

    0.01% of the 13F portfolio, value $355,163.

    13F-HR 0001292814-26-004254 filed by Itau Unibanco Holding S.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -541 shares

    13F-HR 0001292814-26-000379 filed by Itau Unibanco Holding S.A.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 541 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $179,699.

    13F-HR 0001292814-25-003919 filed by Itau Unibanco Holding S.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 560 shares
    Change vs previous 13F -71 shares

    0.01% of the 13F portfolio, value $178,629.

    13F-HR 0001292814-25-002988 filed by Itau Unibanco Holding S.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 631 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $170,000.

    13F-HR 0001104659-25-048460 filed by Itau Unibanco Holding S.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 700 shares
    Change vs previous 13F +560 shares

    0.01% of the 13F portfolio, value $207,753.

    13F-HR 0001104659-25-014290 filed by Itau Unibanco Holding S.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 140 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,968.

    13F-HR 0001104659-24-117926 filed by Itau Unibanco Holding S.A.
    Filed (acceptance time not in the bulk data set), ingested

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