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Disclosery

Itau Unibanco Holding S.A.: SPGI position timeline

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

Itau Unibanco Holding S.A. held 20,000 SPGI 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 20,000 shares
    Change vs previous 13F -17,500 shares

    0.16% of the 13F portfolio, value $8,145,200.

    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 37,500 shares
    Change vs previous 13F +27,873 shares

    0.38% of the 13F portfolio, value $15,950,250.

    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 9,627 shares
    Change vs previous 13F +327 shares

    0.12% of the 13F portfolio, value $5,030,974.

    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 9,300 shares
    Change vs previous 13F +5,500 shares

    0.15% of the 13F portfolio, value $4,526,403.

    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).

  5. period ended2025-06-30
    13F 3,800 shares
    Change vs previous 13F +3,800 shares

    0.08% of the 13F portfolio, value $2,003,702.

    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 0 shares
    Change vs previous 13F -5,711 shares

    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).

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

  7. period ended2024-12-31
    13F 5,711 shares
    Change vs previous 13F +5,711 shares

    0.09% of the 13F portfolio, value $2,844,192.

    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 0 shares
    Change vs previous 13F not available

    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).

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