PERSONAL CFO SOLUTIONS, LLC

Position in ITRI — Itron, Inc.

CIK 1677501 CHESTER, NJ

Position in ITRI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$237,438

-$6,983 QoQ

Shares Held

2,744

+0.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#267

of 409 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,253,716 across 5 Scientific & Technical Instruments names. ITRI ranks #5 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COHR	Coherent Corp.	1,652	$651,664
2	TDY	Teledyne Technologies Inc	731	$487,503
3	CGNX	Cognex Corp	6,266	$453,783
4	BMI	Badger Meter Inc	2,853	$423,328
5	ITRI	Itron, Inc. This page	2,744	$237,438

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,438	2,744	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$244,421	2,727	+8.3%	Shares	Sole	2026-04-30
2025-12-31	$233,914	2,519	+20.0%	Shares	Defined	2026-01-22
2025-09-30	$261,576	2,100	—	Shares	Defined	2025-11-10
No filing history on record for this holder in this stock.