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Disclosery

BAILARD, INC.: ITRI position timeline

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

BAILARD, INC. held 13,965 ITRI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,965 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,208,391.

    13F-HR 0001172661-26-002958 filed by BAILARD, 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 13,965 shares
    Change vs previous 13F -4,500 shares

    0.03% of the 13F portfolio, value $1,251,683.

    13F-HR 0001172661-26-001642 filed by BAILARD, 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 18,465 shares
    Change vs previous 13F -4,273 shares

    0.04% of the 13F portfolio, value $1,714,660.

    13F-HR 0001172661-26-000466 filed by BAILARD, 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 22,738 shares
    Change vs previous 13F -4,000 shares

    0.06% of the 13F portfolio, value $2,832,245.

    13F-HR 0001172661-25-004491 filed by BAILARD, 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 26,738 shares
    Change vs previous 13F -3,063 shares

    0.08% of the 13F portfolio, value $3,519,523.

    13F-HR 0001172661-25-002963 filed by BAILARD, 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 29,801 shares
    Change vs previous 13F +800 shares

    0.08% of the 13F portfolio, value $3,121,953.

    13F-HR 0001172661-25-001565 filed by BAILARD, 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 29,001 shares
    Change vs previous 13F +1,273 shares

    0.08% of the 13F portfolio, value $3,148,929.

    13F-HR 0001172661-25-000513 filed by BAILARD, 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 27,728 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,961,628.

    13F-HR 0001172661-24-004423 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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