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Disclosery

Wakefield Asset Management LLLP: ITRI position timeline

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

Wakefield Asset Management LLLP held 12,740 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 12,740 shares
    Change vs previous 13F +171 shares

    0.25% of the 13F portfolio, value $1,102,393.

    13F-HR 0001376474-26-000549 filed by Wakefield Asset Management LLLP
    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 12,569 shares
    Change vs previous 13F +3,038 shares

    0.3% of the 13F portfolio, value $1,126,560.

    13F-HR 0001376474-26-000366 filed by Wakefield Asset Management LLLP
    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 9,531 shares
    Change vs previous 13F +40 shares

    0.24% of the 13F portfolio, value $885,049.

    13F-HR 0001376474-26-000128 filed by Wakefield Asset Management LLLP
    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 9,491 shares
    Change vs previous 13F -3,013 shares

    0.32% of the 13F portfolio, value $1,182,199.

    13F-HR 0001376474-25-000920 filed by Wakefield Asset Management LLLP
    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 12,504 shares
    Change vs previous 13F -82 shares

    0.46% of the 13F portfolio, value $1,645,902.

    13F-HR 0001376474-25-000701 filed by Wakefield Asset Management LLLP
    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 12,586 shares
    Change vs previous 13F +3,653 shares

    0.4% of the 13F portfolio, value $1,318,510.

    13F-HR 0001376474-25-000433 filed by Wakefield Asset Management LLLP
    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 8,933 shares
    Change vs previous 13F -32 shares

    0.33% of the 13F portfolio, value $969,946.

    13F-HR 0001376474-25-000151 filed by Wakefield Asset Management LLLP
    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 8,965 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $957,552.

    13F-HR 0001376474-24-000643 filed by Wakefield Asset Management LLLP
    Filed (acceptance time not in the bulk data set), ingested

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