Position in ITRI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,979
-$465 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 409 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITRI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Colonial Trust Advisors holds $76,059 across 4 Scientific & Technical Instruments names. ITRI ranks #2 (17.1% 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 | $12,979 | 150 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,444 | 150 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,929 | 150 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,684 | 150 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $26,326 | 200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,952 | 200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,716 | 200 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $18,504 | 200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,102 | 200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,116 | 200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,420 | 200 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||