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Advisors Asset Management, Inc.: ITRI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on ITRI, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 14,612 ITRI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,612 shares
    Change vs previous 13F -354 shares

    0.02% of the 13F portfolio, value $1,264,376.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,966 shares
    Change vs previous 13F -2,214 shares

    0.02% of the 13F portfolio, value $1,341,403.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 17,180 shares
    Change vs previous 13F +229 shares

    0.03% of the 13F portfolio, value $1,595,335.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 16,951 shares
    Change vs previous 13F -2,166 shares

    0.04% of the 13F portfolio, value $2,111,417.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 19,117 shares
    Change vs previous 13F +236 shares

    0.05% of the 13F portfolio, value $2,516,371.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 18,881 shares
    Change vs previous 13F -10,203 shares

    0.04% of the 13F portfolio, value $1,977,974.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 29,084 shares
    Change vs previous 13F +1,465 shares

    0.06% of the 13F portfolio, value $3,157,941.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 27,619 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,949,985.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).