| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 8/3/2026 | 000154159726000005 | ||
| Q1 2026 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 5/12/2026 | 000154159726000002 | ||
| Q4 2025 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 2/10/2026 | 000154159726000001 | ||
| Q3 2025 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 10/29/2025 | 000154159725000007 | ||
| Q2 2025 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 7/10/2025 | 000110465925066926 | ||
| Q1 2025 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 5/14/2025 | 000110465925048419 | ||
| Q4 2024 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 2/7/2025 | 000154159725000001 | ||
| Q3 2024 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 10/15/2024 | 000154159724000006 | ||
| Q2 2024 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 8/9/2024 | 000154159724000005 | ||
| Q1 2024 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 4/30/2024 | 000154159724000003 | ||
| Q4 2023 | Reported by Itau Unibanco Holding S.A. | 13F-NT | 2/14/2024 | 000154159724000001 | ||
| Q1 2016 | 37 | 409,923 | SPY, IEF, VGK, ITUB | 13F-HR | 5/12/2016 | 000154159716000006 |
| Q4 2015 | 34 | 338,725 | SPY, IEF, VGK, FMX | 13F-HR | 2/16/2016 | 000154159716000004 |
| Q3 2015 | 36 | 328,069 | IEF, SPY, VGK, ITUB | 13F-HR | 11/16/2015 | 000094787115000811 |
| Q2 2015 | 31 | 360,042 | SPY, IEF, ITUB, VGK | 13F-HR | 8/14/2015 | 000094787115000561 |
| Q1 2015 | 33 | 349,990 | ITUB, SPY, TLT, BBD | 13F-HR | 5/14/2015 | 000094787115000387 |
| Q4 2014 | 69 | 386,009 | ITUB, SPY, BBD, TLT | 13F-HR | 2/6/2015 | 000094787115000092 |
| Q3 2014 | 119 | 454,828 | ITUB, BBD, SPY, AMX | 13F-HR | 12/12/2014 | 000094787114000755 |
| Q2 2014 | 125 | 372,542 | ITUB, BBD, AMX, SPY | 13F-HR | 8/13/2014 | 000094787114000516 |
| Q1 2014 | 114 | 308,678 | ITUB, BBD, ABEV, AMX | 13F-HR | 5/15/2014 | 000094787114000319 |
| Q4 2013 | 124 | 382,227 | ITUB, VGK, AMX, BAP | 13F-HR | 2/14/2014 | 000094787114000097 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
1 security where the latest filing since 12/18/2024 is a 13G, filed 10/5/2026. View all