Position in ITRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$230,169
-$8,246 QoQ
Shares Held
2,660
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#271
of 409 holders
Holding Since
Mar 2025
6 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, 2026Corient IA LLC holds $1,087,422 across 3 Scientific & Technical Instruments names. ITRI ranks #3 (21.2% of the industry book) .
All Filings in ITRI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,169 | 2,660 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $238,415 | 2,660 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $278,580 | 3,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $373,680 | 3,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $394,890 | 3,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,280 | 3,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||