Position in ITRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$55,379
-$27,618 QoQ
Shares Held
640
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#306
of 409 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,032,667 across 15 Scientific & Technical Instruments names. ITRI ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
1,094 | $431,550 | |
| 2 | MKSI |
Mks Inc
|
760 | $338,048 | |
| 3 | GRMN |
Garmin Ltd
|
1,265 | $300,488 | |
| 4 | KEYS |
Keysight Technologies, Inc.
|
838 | $293,358 | |
| 5 | ESE |
Esco Technologies Inc
|
555 | $194,272 | |
| 6 | BMI |
Badger Meter Inc
|
1,047 | $155,353 | |
| 7 | TDY |
Teledyne Technologies Inc
|
212 | $141,382 | |
| 8 | ITRI |
Itron, Inc.
This page
|
640 | $55,379 |
All Filings in ITRI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,379 | 640 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $82,997 | 926 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $77,538 | 835 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $7,096 | 74 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||