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Disclosery

IHT Wealth Management, LLC: EFV position timeline

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

IHT Wealth Management, LLC held 381,585 EFV 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 381,585 shares
    Change vs previous 13F -63,823 shares

    0.62% of the 13F portfolio, value $29,210,410.

    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 445,408 shares
    Change vs previous 13F -18,701 shares

    0.77% of the 13F portfolio, value $33,116,095.

    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 464,109 shares
    Change vs previous 13F +11,519 shares

    0.81% of the 13F portfolio, value $33,141,968.

    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 452,590 shares
    Change vs previous 13F +22,054 shares

    0.78% of the 13F portfolio, value $30,699,151.

    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 430,536 shares
    Change vs previous 13F +114,196 shares

    0.75% of the 13F portfolio, value $27,330,392.

    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 316,340 shares
    Change vs previous 13F +22,453 shares

    0.58% of the 13F portfolio, value $18,645,102.

    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 293,887 shares
    Change vs previous 13F +65,672 shares

    0.5% of the 13F portfolio, value $15,420,276.

    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 228,215 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $13,125,270.

    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).