GOULD ASSET MANAGEMENT LLC /CA/
Position in ITUB — Itau Unibanco Holding S.A.
CIK 1091961
CLAREMONT, CA
Position in ITUB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$302,314
-$7,771 QoQ
Shares Held
37,003
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#253
of 393 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GOULD ASSET MANAGEMENT LLC /CA/ holds $585,139 across 2 Banks - Regional names. ITUB ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITUB |
Itau Unibanco Holding S.A.
This page
|
37,003 | $302,314 | |
| 2 | BBD |
Bank Bradesco
|
81,506 | $282,825 |
All Filings in ITUB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,314 | 37,003 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $310,085 | 37,003 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $291,963 | 40,777 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $290,590 | 39,590 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $259,784 | 38,260 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $221,622 | 40,295 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $181,711 | 36,635 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $204,222 | 30,710 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $179,347 | 30,710 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $212,820 | 30,710 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $221,915 | 31,930 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $194,204 | 36,165 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $213,372 | 36,165 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $176,122 | 36,165 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $170,336 | 36,165 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $150,292 | 35,115 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $179,864 | 31,500 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $110,137 | 29,370 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $124,424 | 23,610 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $141,894 | 23,610 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $117,104 | 23,610 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $151,794 | 24,925 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $111,815 | 23,841 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $108,957 | 24,267 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||