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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ITUB holding history

Itau Unibanco Holding S.A. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ITUB overviewAll 13F holders of ITUBFull Q2 2026 holdings

Shares (Q2 2026)
310,424
Value
$2.54M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ITUB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026310,424$2.54M<0.1%−23,229−7.0%ReducedHolders
Q1 2026333,653$2.80M<0.1%+88,265+36.0%AddedHolders
Q4 2025245,388$1.76M<0.1%+28,809+13.3%AddedHolders
Q3 2025216,579$1.59M<0.1%+54,732+33.8%AddedHolders
Q2 2025161,847$1.10M<0.1%+63,920+65.3%AddedHolders
Q1 202597,927$538.6K<0.1%+58,360+147.5%AddedHolders
Q4 202439,567$196.3K<0.1%+24,626+164.8%AddedHolders
Q3 202414,941$99.4K<0.1%+3,753+33.5%AddedHolders
Q2 202411,188$65.3K<0.1%−89−0.8%ReducedHolders
Q1 202411,277$78.1K<0.1%+59+0.5%AddedHolders
Q4 202311,218$78.0K<0.1%−275−2.4%ReducedHolders
Q3 202311,493$61.7K<0.1%+570+5.2%AddedHolders
Q2 202310,923$64.4K<0.1%−172−1.6%ReducedHolders
Q1 202311,095$54.0K<0.1%−163−1.4%ReducedHolders
Q4 202211,258$53.0K<0.1%−1,060−8.6%ReducedHolders
Q3 202212,318$64.0K<0.1%+110+0.9%AddedHolders
Q2 202212,208$52.0K<0.1%+19+0.2%AddedHolders
Q1 202212,189$69.0K<0.1%+818+7.2%AddedHolders
Q4 202111,371$43.0K<0.1%−84−0.7%ReducedHolders
Q3 202111,455$60.0K<0.1%+186+1.7%AddedHolders
Q2 202111,269$68.0K<0.1%+727+6.9%AddedHolders
Q1 202110,542$52.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.