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Disclosery

Perpetual Ltd: ITUB position timeline

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

Perpetual Ltd held 6,388,941 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,388,941 shares
    Change vs previous 13F -6,884,154 shares

    0.75% of the 13F portfolio, value $52,197,648.

    13F-HR 0001104659-26-083835 filed by Perpetual Ltd
    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 13,273,095 shares
    Change vs previous 13F -204,300 shares

    1.71% of the 13F portfolio, value $111,228,536.

    13F-HR 0001104659-26-042917 filed by Perpetual Ltd
    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 13,477,395 shares
    Change vs previous 13F +511,081 shares

    1.4% of the 13F portfolio, value $96,498,148.

    13F-HR 0001104659-26-004946 filed by Perpetual Ltd
    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 12,966,314 shares
    Change vs previous 13F -1,020,848 shares

    1.18% of the 13F portfolio, value $95,172,744.

    13F-HR 0001104659-25-098515 filed by Perpetual Ltd
    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 13,987,162 shares
    Change vs previous 13F -1,043,875 shares

    1.11% of the 13F portfolio, value $94,972,830.

    13F-HR 0001104659-25-067159 filed by Perpetual Ltd
    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 15,031,037 shares
    Change vs previous 13F +1,349,543 shares

    1% of the 13F portfolio, value $82,670,705.

    13F-HR 0001104659-25-038201 filed by Perpetual Ltd
    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 13,681,494 shares
    Change vs previous 13F +51,688 shares

    0.8% of the 13F portfolio, value $67,860,210.

    13F-HR 0001104659-25-004279 filed by Perpetual Ltd
    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 13,629,806 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $90,638,210.

    13F-HR 0001104659-24-107159 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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