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IHT Wealth Management, LLC: HDV position timeline

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

IHT Wealth Management, LLC held 211,757 HDV 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 211,757 shares
    Change vs previous 13F +173,261 shares

    0.12% of the 13F portfolio, value $5,804,271.

    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 38,496 shares
    Change vs previous 13F +6,802 shares

    0.12% of the 13F portfolio, value $5,224,594.

    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 31,694 shares
    Change vs previous 13F -153 shares

    0.09% of the 13F portfolio, value $3,854,276.

    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 31,847 shares
    Change vs previous 13F -1,542 shares

    0.1% of the 13F portfolio, value $3,899,708.

    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 33,389 shares
    Change vs previous 13F -1,198 shares

    0.11% of the 13F portfolio, value $3,912,162.

    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 34,587 shares
    Change vs previous 13F -1,511 shares

    0.13% of the 13F portfolio, value $4,189,141.

    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 36,098 shares
    Change vs previous 13F +1,150 shares

    0.13% of the 13F portfolio, value $4,052,332.

    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 34,948 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,110,600.

    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).