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IHT Wealth Management, LLC: DFAS position timeline

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

IHT Wealth Management, LLC held 45,917 DFAS 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 45,917 shares
    Change vs previous 13F -909 shares

    0.08% of the 13F portfolio, value $3,780,790.

    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 46,826 shares
    Change vs previous 13F -1,669 shares

    0.08% of the 13F portfolio, value $3,330,709.

    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 48,495 shares
    Change vs previous 13F +1,912 shares

    0.08% of the 13F portfolio, value $3,378,642.

    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 46,583 shares
    Change vs previous 13F +1,627 shares

    0.08% of the 13F portfolio, value $3,189,079.

    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 44,956 shares
    Change vs previous 13F -1,538 shares

    0.08% of the 13F portfolio, value $2,864,175.

    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 46,494 shares
    Change vs previous 13F -2,120 shares

    0.09% of the 13F portfolio, value $2,778,075.

    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 48,614 shares
    Change vs previous 13F -17,242 shares

    0.1% of the 13F portfolio, value $3,163,788.

    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 65,856 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,254,670.

    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).