Position in ITRI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$506,200
-$18,135 QoQ
Shares Held
5,850
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#220
of 409 holders
Holding Since
Mar 2026
2 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, 2026Wellington Shields Capital Management, LLC holds $14,024,025 across 3 Scientific & Technical Instruments names. ITRI ranks #2 (3.6% of the industry book) .
All Filings in ITRI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,200 | 5,850 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $524,335 | 5,850 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||