Position in ITRI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$269,965
+$269,175 QoQ
Shares Held
3,012
+19980.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
2 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, 2026Lloyd Advisory Services, LLC. holds $7,267 across 1 Scientific & Technical Instruments name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRMB |
Trimble Inc.
|
142 | $7,267 |
All Filings in ITRI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,965 | 3,012 | Shares | Sole | 2026-05-13 | |
| 2022-03-31 | $790 | 15 | Shares | Other | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||