IHT Wealth Management, LLC: BRW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IHT Wealth Management, LLC on BRW, newest first. How the timeline and the estimate are built.
IHT Wealth Management, LLC held 75,252 BRW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 75,252 sharesChange vs previous 13F -741 shares
0.01% of the 13F portfolio, value $494,406.
13F-HR 0001104659-26-096531 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 75,993 sharesChange vs previous 13F +20,670 shares
0.01% of the 13F portfolio, value $512,196.
13F-HR 0001104659-26-061899 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,323 sharesChange vs previous 13F +21,198 shares
0.01% of the 13F portfolio, value $387,819.
13F-HR 0001104659-26-016011 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,125 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $265,152.
13F-HR 0001104659-25-112424 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).