Position in ITRI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,393
-$301 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 409 holders
Holding Since
Dec 2024
7 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, 2026Fourth Dimension Wealth, LLC holds $68,749 across 4 Scientific & Technical Instruments names. ITRI ranks #3 (12.2% of the industry book) .
All Filings in ITRI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,393 | 97 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,694 | 97 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,007 | 97 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $12,082 | 97 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,479 | 110 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $20,009 | 191 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $20,738 | 191 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||