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Disclosery

Wellington Shields Capital Management, LLC: ITRI position timeline

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

Wellington Shields Capital Management, LLC held 5,850 ITRI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,850 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $506,201.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    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 5,850 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $524,336.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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