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DRIVE WEALTH MANAGEMENT, LLC Historic Quarter Change: Foreign Preferred Shares, New

DRIVE WEALTH MANAGEMENT, LLC historic quarter change: Foreign Preferred Shares, New

In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, DRIVE WEALTH MANAGEMENT, LLC opened 1 positions, added to 2, reduced 3 and sold out of 1.

  • Q4 2025: Stock ITUB; Country of operation —; Class SPON ADR REP PFD; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1952781), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-09-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025ITUB
ITAU UNIBANCO HLDG S A
SPON ADR REP PFD010,215+10,215$0$73,170+$73,1702026-02-04

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