Skip to content
Disclosery

IHT Wealth Management, LLC: BOXX position timeline

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

IHT Wealth Management, LLC held 98,917 BOXX 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 98,917 shares
    Change vs previous 13F -4,596 shares

    0.25% of the 13F portfolio, value $11,582,192.

    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 103,513 shares
    Change vs previous 13F -11,655 shares

    0.28% of the 13F portfolio, value $12,037,527.

    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 115,168 shares
    Change vs previous 13F +21,142 shares

    0.32% of the 13F portfolio, value $13,274,629.

    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 94,026 shares
    Change vs previous 13F +2,542 shares

    0.27% of the 13F portfolio, value $10,724,972.

    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 91,484 shares
    Change vs previous 13F +31,079 shares

    0.28% of the 13F portfolio, value $10,308,418.

    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 60,405 shares
    Change vs previous 13F +5,812 shares

    0.21% of the 13F portfolio, value $6,748,729.

    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 54,593 shares
    Change vs previous 13F -18,166 shares

    0.19% of the 13F portfolio, value $6,020,516.

    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 72,759 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,929,529.

    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).