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IHT Wealth Management, LLC: AVUV position timeline

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

IHT Wealth Management, LLC held 35,297 AVUV 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 35,297 shares
    Change vs previous 13F +4,248 shares

    0.09% of the 13F portfolio, value $4,403,640.

    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 31,049 shares
    Change vs previous 13F +3,321 shares

    0.08% of the 13F portfolio, value $3,429,934.

    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 27,728 shares
    Change vs previous 13F +1,399 shares

    0.07% of the 13F portfolio, value $2,827,694.

    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 26,329 shares
    Change vs previous 13F -1,290 shares

    0.07% of the 13F portfolio, value $2,620,524.

    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 27,619 shares
    Change vs previous 13F -6,414 shares

    0.07% of the 13F portfolio, value $2,516,086.

    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 34,033 shares
    Change vs previous 13F -3,763 shares

    0.09% of the 13F portfolio, value $2,966,627.

    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 37,796 shares
    Change vs previous 13F +7,349 shares

    0.12% of the 13F portfolio, value $3,648,426.

    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 30,447 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,920,845.

    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).