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Disclosery

Northwest & Ethical Investments L.P.: ITRI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on ITRI, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 208,129 ITRI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,129 shares
    Change vs previous 13F -13,429 shares

    0.42% of the 13F portfolio, value $18,009,402.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 221,558 shares
    Change vs previous 13F +85,103 shares

    0.46% of the 13F portfolio, value $19,858,244.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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 136,455 shares
    Change vs previous 13F -9,760 shares

    0.29% of the 13F portfolio, value $12,671,211.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 146,215 shares
    Change vs previous 13F +59,874 shares

    0.43% of the 13F portfolio, value $18,212,540.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    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 86,341 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $11,365,066.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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