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IHT Wealth Management, LLC: BDJ position timeline

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

IHT Wealth Management, LLC held 114,750 BDJ 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 114,750 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $1,098,159.

    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 114,704 shares
    Change vs previous 13F -5,055 shares

    0.02% of the 13F portfolio, value $988,750.

    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 119,759 shares
    Change vs previous 13F -6,850 shares

    0.03% of the 13F portfolio, value $1,135,314.

    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 126,609 shares
    Change vs previous 13F -1,006 shares

    0.03% of the 13F portfolio, value $1,153,407.

    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 127,615 shares
    Change vs previous 13F -1,567 shares

    0.03% of the 13F portfolio, value $1,134,495.

    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 129,182 shares
    Change vs previous 13F +173 shares

    0.03% of the 13F portfolio, value $1,110,963.

    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 129,009 shares
    Change vs previous 13F -63,900 shares

    0.03% of the 13F portfolio, value $1,068,194.

    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 192,909 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,669,367.

    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).