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Disclosery

Itau Unibanco Holding S.A.: XP position timeline

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

Itau Unibanco Holding S.A. held 1,123,028 XP 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 1,123,028 shares
    Change vs previous 13F +1,123,028 shares

    0.36% of the 13F portfolio, value $18,260,435.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -76,293 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.

  3. period ended2025-06-30
    13F 76,293 shares
    Change vs previous 13F +76,293 shares

    0.06% of the 13F portfolio, value $1,541,118.

    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).

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -389,892 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.

  5. period ended2024-12-31
    13F 389,892 shares
    Change vs previous 13F -193,779 shares

    0.36% of the 13F portfolio, value $11,559,000.

    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).

  6. period ended2024-09-30
    13F 583,671 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $10,471,057.

    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).