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IHT Wealth Management, LLC: AGG position timeline

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

IHT Wealth Management, LLC held 75,112 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,112 shares
    Change vs previous 13F -48,712 shares

    0.16% of the 13F portfolio, value $7,434,587.

    13F-HR 0001104659-26-096531 filed by IHT Wealth 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 123,824 shares
    Change vs previous 13F -7,327 shares

    0.29% of the 13F portfolio, value $12,292,022.

    13F-HR 0001104659-26-061899 filed by IHT Wealth Management, 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 131,151 shares
    Change vs previous 13F +13,305 shares

    0.32% of the 13F portfolio, value $13,099,403.

    13F-HR 0001104659-26-016011 filed by IHT Wealth Management, 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 117,846 shares
    Change vs previous 13F -2,408 shares

    0.3% of the 13F portfolio, value $11,814,043.

    13F-HR 0001104659-25-112424 filed by IHT Wealth Management, 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 120,254 shares
    Change vs previous 13F +1,684 shares

    0.33% of the 13F portfolio, value $11,929,223.

    13F-HR 0001104659-25-078291 filed by IHT Wealth Management, 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 118,570 shares
    Change vs previous 13F -50,556 shares

    0.37% of the 13F portfolio, value $11,728,926.

    13F-HR 0001104659-25-049059 filed by IHT Wealth Management, 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 169,126 shares
    Change vs previous 13F -6,730 shares

    0.53% of the 13F portfolio, value $16,388,332.

    13F-HR 0001104659-25-013520 filed by IHT Wealth Management, 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 175,856 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $17,808,529.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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