Position in ITRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$206,547
-$46,747 QoQ
Shares Held
2,387
-15.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#281
of 409 holders
Holding Since
Sep 2020
9 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, 2026Sowell Financial Services LLC holds $3,544,872 across 5 Scientific & Technical Instruments names. ITRI ranks #5 (5.8% of the industry book) .
All Filings in ITRI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,547 | 2,387 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $253,294 | 2,826 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $290,373 | 3,127 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $404,570 | 3,248 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $370,670 | 2,816 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $265,566 | 2,535 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $33,864 | 382 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $30,496 | 318 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $9,475 | 156 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||