Position in ITRI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$64,118
-$2,297 QoQ
Shares Held
741
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#302
of 409 holders
Holding Since
Sep 2025
4 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, 2026Copia Wealth Management holds $66,262 across 3 Scientific & Technical Instruments names. ITRI ranks #1 (96.8% of the industry book) .
All Filings in ITRI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,118 | 741 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $66,415 | 741 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $68,809 | 741 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $92,298 | 741 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||