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Disclosery

Glassman Wealth Services: ITEQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glassman Wealth Services on ITEQ, newest first. How the timeline and the estimate are built.

Glassman Wealth Services held 1,675 ITEQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,675 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $111,182.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 1,675 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $96,391.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 1,675 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $97,222.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 1,675 shares
    Change vs previous 13F -2,670 shares

    0.01% of the 13F portfolio, value $98,218.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 4,345 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $245,630.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 4,345 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $212,179.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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