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IHT Wealth Management, LLC: EFG position timeline

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

IHT Wealth Management, LLC held 181,968 EFG 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 181,968 shares
    Change vs previous 13F +37,973 shares

    0.48% of the 13F portfolio, value $22,640,415.

    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 143,995 shares
    Change vs previous 13F +95,916 shares

    0.37% of the 13F portfolio, value $16,036,780.

    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 48,079 shares
    Change vs previous 13F -14,414 shares

    0.13% of the 13F portfolio, value $5,477,150.

    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 62,493 shares
    Change vs previous 13F -69,851 shares

    0.18% of the 13F portfolio, value $7,116,654.

    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 132,344 shares
    Change vs previous 13F +3,055 shares

    0.41% of the 13F portfolio, value $14,822,530.

    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 129,289 shares
    Change vs previous 13F -32,223 shares

    0.4% of the 13F portfolio, value $12,928,938.

    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 161,512 shares
    Change vs previous 13F +29,518 shares

    0.5% of the 13F portfolio, value $15,639,090.

    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 131,994 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $14,205,078.

    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).