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Disclosery

Pathstone Holdings, LLC: ITUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pathstone Holdings, LLC on ITUB, newest first. How the timeline and the estimate are built.

Pathstone Holdings, LLC held 197,193 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,193 shares
    Change vs previous 13F +18,608 shares

    <0.01% of the 13F portfolio, value $1,622,453.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    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 178,585 shares
    Change vs previous 13F +18,238 shares

    0.01% of the 13F portfolio, value $1,501,581.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    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 160,347 shares
    Change vs previous 13F +11,830 shares

    <0.01% of the 13F portfolio, value $1,148,306.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    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 148,517 shares
    Change vs previous 13F -1,301 shares

    <0.01% of the 13F portfolio, value $1,090,339.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    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 149,818 shares
    Change vs previous 13F -2,704 shares

    <0.01% of the 13F portfolio, value $1,021,423.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    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 152,522 shares
    Change vs previous 13F +11,095 shares

    <0.01% of the 13F portfolio, value $838,781.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    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 141,427 shares
    Change vs previous 13F -2,626 shares

    <0.01% of the 13F portfolio, value $708,292.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    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 144,053 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $961,120.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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