Total Wealth Planning & Management, Inc.
Position in ITRN — Ituran Location & Control Ltd.
CIK 2058383
Ponte Vedra Beach, FL
Position in ITRN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,048,822
+$265,055 QoQ
Shares Held
17,191
+7.5% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#79
of 204 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITRN Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $1,591,972 across 2 Scientific & Technical Instruments names. ITRN ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITRN |
Ituran Location & Control Ltd.
This page
|
17,191 | $1,048,822 | |
| 2 | CGNX |
Cognex Corp
|
7,500 | $543,150 |
All Filings in ITRN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,048,822 | 17,191 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $783,767 | 15,992 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $689,106 | 16,022 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $1,302,528 | 33,631 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,216,096 | 33,631 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||