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IHT Wealth Management, LLC: EPD position timeline

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

IHT Wealth Management, LLC held 96,669 EPD 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 96,669 shares
    Change vs previous 13F +15,038 shares

    0.08% of the 13F portfolio, value $3,553,550.

    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 81,631 shares
    Change vs previous 13F +9,891 shares

    0.07% of the 13F portfolio, value $3,088,912.

    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 71,740 shares
    Change vs previous 13F +459 shares

    0.06% of the 13F portfolio, value $2,299,994.

    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 71,281 shares
    Change vs previous 13F +2,571 shares

    0.06% of the 13F portfolio, value $2,228,969.

    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 68,710 shares
    Change vs previous 13F +6,765 shares

    0.06% of the 13F portfolio, value $2,130,707.

    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 61,945 shares
    Change vs previous 13F +1,452 shares

    0.07% of the 13F portfolio, value $2,114,816.

    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 60,493 shares
    Change vs previous 13F -10,842 shares

    0.06% of the 13F portfolio, value $1,897,054.

    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 71,335 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,079,524.

    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).