JFS WEALTH ADVISORS, LLC

Position in ITRI — Itron, Inc.

CIK 1568068 HERMITAGE, PA

Position in ITRI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,807

+$43 QoQ

Shares Held

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#362

of 409 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $335,424 across 14 Scientific & Technical Instruments names. ITRI ranks #11 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDY	Teledyne Technologies Inc	217	$144,717
2	COHR	Coherent Corp.	144	$56,803
3	KEYS	Keysight Technologies, Inc.	121	$42,358
4	GRMN	Garmin Ltd	119	$28,267
5	MKSI	Mks Inc	33	$14,678
6	ESE	Esco Technologies Inc	31	$10,851
7	FTV	Fortive Corp	161	$9,835
8	TRMB	Trimble Inc.	118	$6,039

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,807	44	+4.8%	Shares	Sole	2026-07-10
2026-03-31	$3,764	42	0.0%	Shares	Sole	2026-04-21
2025-12-31	$3,900	42	+40.0%	Shares	Sole	2026-01-14
2025-09-30	$3,736	30	0.0%	Shares	Sole	2025-11-10
2025-06-30	$3,948	30	0.0%	Shares	Sole	2025-07-24
2025-03-31	$3,142	30	0.0%	Shares	Sole	2025-04-22
2024-12-31	$3,257	30	0.0%	Shares	Sole	2025-01-31
2024-09-30	$3,204	30	+3.4%	Shares	Sole	2024-10-25
2024-06-30	$2,869	29	0.0%	Shares	Sole	2024-07-15
2024-03-31	$2,683	29	0.0%	Shares	Sole	2024-04-30
2023-12-31	$2,189	29	+3.6%	Shares	Sole	2024-02-07
2023-09-30	$1,696	28	0.0%	Shares	Sole	2023-11-02
2023-06-30	$2,018	28	+3.7%	Shares	Sole	2023-08-07
2023-03-31	$1,497	27	+3.8%	Shares	Sole	2023-04-19
2022-12-31	$1,316	26	+4.0%	Shares	Sole	2023-02-13
2022-09-30	$1,052	25	+108.3%	Shares	Sole	2022-10-21
2022-06-30	$593	12	-29.4%	Shares	Sole	2022-08-02
2022-03-31	$895	17	+142.9%	Shares	Sole	2022-05-02
2021-12-31	$479	7	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.