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Disclosery

JOHN G ULLMAN & ASSOCIATES INC: ITRI position timeline

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

JOHN G ULLMAN & ASSOCIATES INC held 77,731 ITRI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,731 shares
    Change vs previous 13F -2,925 shares

    0.82% of the 13F portfolio, value $6,726,063.

    13F-HR 0000919530-26-000003 filed by JOHN G ULLMAN & ASSOCIATES 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 80,656 shares
    Change vs previous 13F +21,975 shares

    0.96% of the 13F portfolio, value $7,229,197.

    13F-HR 0000919530-26-000002 filed by JOHN G ULLMAN & ASSOCIATES 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 58,681 shares
    Change vs previous 13F +676 shares

    0.73% of the 13F portfolio, value $5,449,118.

    13F-HR 0000919530-26-000001 filed by JOHN G ULLMAN & ASSOCIATES 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 58,005 shares
    Change vs previous 13F -483 shares

    0.97% of the 13F portfolio, value $7,225,103.

    13F-HR 0000919530-25-000006 filed by JOHN G ULLMAN & ASSOCIATES 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 58,488 shares
    Change vs previous 13F -509 shares

    1.14% of the 13F portfolio, value $7,698,775.

    13F-HR 0000919530-25-000003 filed by JOHN G ULLMAN & ASSOCIATES 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 58,997 shares
    Change vs previous 13F -359 shares

    0.95% of the 13F portfolio, value $6,180,526.

    13F-HR 0000919530-25-000002 filed by JOHN G ULLMAN & ASSOCIATES 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 59,356 shares
    Change vs previous 13F -1,776 shares

    0.95% of the 13F portfolio, value $6,444,874.

    13F-HR 0000919530-25-000001 filed by JOHN G ULLMAN & ASSOCIATES 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 61,132 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $6,529,509.

    13F-HR 0000919530-24-000004 filed by JOHN G ULLMAN & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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