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Disclosery

LPL Financial LLC: ITEQ position timeline

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

LPL Financial LLC held 129,394 ITEQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,394 shares
    Change vs previous 13F +3,688 shares

    <0.01% of the 13F portfolio, value $8,589,185.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 125,706 shares
    Change vs previous 13F +1,952 shares

    <0.01% of the 13F portfolio, value $7,234,260.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    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 123,754 shares
    Change vs previous 13F +1,697 shares

    <0.01% of the 13F portfolio, value $7,183,351.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 122,057 shares
    Change vs previous 13F -480 shares

    <0.01% of the 13F portfolio, value $7,157,421.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 122,537 shares
    Change vs previous 13F +2,234 shares

    <0.01% of the 13F portfolio, value $6,927,355.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 120,303 shares
    Change vs previous 13F +6,098 shares

    <0.01% of the 13F portfolio, value $5,874,860.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 114,205 shares
    Change vs previous 13F +4,954 shares

    <0.01% of the 13F portfolio, value $5,879,018.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 109,251 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,227,847.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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