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Disclosery

IHT Wealth Management, LLC: FEZ position timeline

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

IHT Wealth Management, LLC held 29,401 FEZ 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 29,401 shares
    Change vs previous 13F +17,548 shares

    0.04% of the 13F portfolio, value $2,019,261.

    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 11,853 shares
    Change vs previous 13F +333 shares

    0.02% of the 13F portfolio, value $735,835.

    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 11,520 shares
    Change vs previous 13F -18,051 shares

    0.02% of the 13F portfolio, value $788,505.

    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 29,571 shares
    Change vs previous 13F -11,015 shares

    0.05% of the 13F portfolio, value $1,858,940.

    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 40,586 shares
    Change vs previous 13F +36,557 shares

    0.07% of the 13F portfolio, value $2,424,203.

    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 4,029 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $232,592.

    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).