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IHT Wealth Management, LLC: CLOI position timeline

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

IHT Wealth Management, LLC held 27,755 CLOI 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 27,755 shares
    Change vs previous 13F -2,232 shares

    0.03% of the 13F portfolio, value $1,469,603.

    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 29,987 shares
    Change vs previous 13F +9,655 shares

    0.04% of the 13F portfolio, value $1,580,301.

    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 20,332 shares
    Change vs previous 13F -1,945 shares

    0.03% of the 13F portfolio, value $1,073,758.

    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 22,277 shares
    Change vs previous 13F +643 shares

    0.03% of the 13F portfolio, value $1,182,906.

    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 21,634 shares
    Change vs previous 13F -3,980 shares

    0.03% of the 13F portfolio, value $1,145,501.

    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 25,614 shares
    Change vs previous 13F +1,831 shares

    0.04% of the 13F portfolio, value $1,353,444.

    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 23,783 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,255,006.

    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).