Skip to content

IHT Wealth Management, LLC: FDL position timeline

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

IHT Wealth Management, LLC held 101,832 FDL 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 101,832 shares
    Change vs previous 13F +6,923 shares

    0.11% of the 13F portfolio, value $4,955,145.

    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 94,909 shares
    Change vs previous 13F -769 shares

    0.11% of the 13F portfolio, value $4,821,351.

    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 95,678 shares
    Change vs previous 13F -1,171 shares

    0.1% of the 13F portfolio, value $4,242,358.

    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 96,849 shares
    Change vs previous 13F +7,054 shares

    0.11% of the 13F portfolio, value $4,204,203.

    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 89,795 shares
    Change vs previous 13F +17,178 shares

    0.1% of the 13F portfolio, value $3,759,716.

    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 72,617 shares
    Change vs previous 13F +1,506 shares

    0.1% of the 13F portfolio, value $3,154,491.

    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 71,111 shares
    Change vs previous 13F -3,194 shares

    0.09% of the 13F portfolio, value $2,862,942.

    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 74,305 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,117,117.

    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).