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Disclosery

IHT Wealth Management, LLC: HEFA position timeline

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

IHT Wealth Management, LLC held 80,795 HEFA 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 80,795 shares
    Change vs previous 13F +1,518 shares

    0.08% of the 13F portfolio, value $3,791,298.

    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 79,277 shares
    Change vs previous 13F -4,367 shares

    0.08% of the 13F portfolio, value $3,368,865.

    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 83,644 shares
    Change vs previous 13F +1,177 shares

    0.08% of the 13F portfolio, value $3,459,491.

    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 82,467 shares
    Change vs previous 13F -2,409 shares

    0.08% of the 13F portfolio, value $3,266,504.

    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 84,876 shares
    Change vs previous 13F -4,803 shares

    0.09% of the 13F portfolio, value $3,221,900.

    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 89,679 shares
    Change vs previous 13F -244 shares

    0.1% of the 13F portfolio, value $3,254,461.

    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 89,923 shares
    Change vs previous 13F -51 shares

    0.1% of the 13F portfolio, value $3,124,854.

    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 89,974 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,186,819.

    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).