Position in ITRI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$247,475
-$7,701 QoQ
Shares Held
2,860
+0.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 409 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $2,587,072 across 5 Scientific & Technical Instruments names. ITRI ranks #4 (9.6% of the industry book) .
All Filings in ITRI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,475 | 2,860 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $255,176 | 2,847 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $270,222 | 2,910 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $379,036 | 3,043 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $252,466 | 1,918 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,742 | 93 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,097 | 93 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,972 | 84 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,401 | 95 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,661 | 72 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,455 | 59 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||