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IHT Wealth Management, LLC: CEFS position timeline

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

IHT Wealth Management, LLC held 47,468 CEFS 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 47,468 shares
    Change vs previous 13F +168 shares

    0.03% of the 13F portfolio, value $1,217,070.

    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 47,300 shares
    Change vs previous 13F +840 shares

    0.02% of the 13F portfolio, value $1,066,622.

    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 46,460 shares
    Change vs previous 13F +1,038 shares

    0.03% of the 13F portfolio, value $1,070,435.

    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 45,422 shares
    Change vs previous 13F -321 shares

    0.03% of the 13F portfolio, value $1,034,265.

    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 45,743 shares
    Change vs previous 13F -496 shares

    0.03% of the 13F portfolio, value $1,017,329.

    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 46,239 shares
    Change vs previous 13F -6,436 shares

    0.03% of the 13F portfolio, value $986,285.

    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 52,675 shares
    Change vs previous 13F +27 shares

    0.04% of the 13F portfolio, value $1,128,307.

    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 52,648 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,171,415.

    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).