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Disclosery

Itau Unibanco Holding S.A.: FMX position timeline

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

Itau Unibanco Holding S.A. held 1,214,976 FMX 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 1,214,976 shares
    Change vs previous 13F -171,729 shares

    3.09% of the 13F portfolio, value $156,889,640.

    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 ended2026-03-31
    13F/A 1,386,705 shares
    Change vs previous 13F +977,148 shares

    3.67% of the 13F portfolio, value $153,259,918.

    13F-HR/A 0001292814-26-003067 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).

  3. period ended2025-12-31
    13F 409,557 shares
    Change vs previous 13F +409,557 shares

    1.02% of the 13F portfolio, value $41,407,942.

    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).

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -613,888 shares

    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).

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

  5. period ended2025-06-30
    13F 613,888 shares
    Change vs previous 13F -498,148 shares

    1.32% of the 13F portfolio, value $34,804,563.

    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).

  6. period ended2025-03-31
    13F 1,112,036 shares
    Change vs previous 13F +570,640 shares

    4.1% of the 13F portfolio, value $106,139,000.

    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).

  7. period ended2024-12-31
    13F 541,396 shares
    Change vs previous 13F -260,433 shares

    1.44% of the 13F portfolio, value $46,280,542.

    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).

  8. period ended2024-09-30
    13F 801,829 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $79,148,540.

    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).