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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

ITRI holding history

Itron, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ITRI overviewAll 13F holders of ITRIFull Q2 2026 holdings

Shares (Q2 2026)
9,238
Value
$799.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ITRI by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,238$799.4K<0.1%+2,251+32.2%AddedHolders
Q1 20266,987$626.3K<0.1%−12,173−63.5%ReducedHolders
Q4 202519,160$1.78M0.2%+6,007+45.7%AddedHolders
Q3 202513,153$1.64M0.2%+2,516+23.7%AddedHolders
Q2 202510,637$1.40M0.2%−520−4.7%ReducedHolders
Q1 202511,157$1.17M0.1%−568−4.8%ReducedHolders
Q4 202411,725$1.27M0.1%−666−5.4%ReducedHolders
Q3 202412,391$1.32M0.1%+421+3.5%AddedHolders
Q2 202411,970$1.18M0.1%+7,473+166.2%AddedHolders
Q1 20244,497$416.1K<0.1%−11,649−72.1%ReducedHolders
Q4 202316,146$1.22M0.1%+10,462+184.1%AddedHolders
Q3 20235,684$344.4K<0.1%+498+9.6%AddedHolders
Q2 20235,186$373.9K<0.1%−610−10.5%ReducedHolders
Q1 20235,796$321.4K<0.1%+204+3.6%AddedHolders
Q4 20225,592$283.2K<0.1%−236−4.0%ReducedHolders
Q3 20225,828$245.0K<0.1%+587+11.2%AddedHolders
Q2 20225,241$259.0K<0.1%−35−0.7%ReducedHolders
Q1 20225,276$278.0K<0.1%+1,655+45.7%AddedHolders
Q4 20213,621$248.0K<0.1%+651+21.9%AddedHolders
Q3 20212,970$225.0K<0.1%+198+7.1%AddedHolders
Q2 20212,772$277.0K<0.1%+84+3.1%AddedHolders
Q1 20212,688$238.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.