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Disclosery

IHT Wealth Management, LLC: HEI position timeline

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

IHT Wealth Management, LLC held 4,335 HEI 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 4,335 shares
    Change vs previous 13F -1,579 shares

    0.03% of the 13F portfolio, value $1,544,082.

    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 5,914 shares
    Change vs previous 13F +49 shares

    0.04% of the 13F portfolio, value $1,621,624.

    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 5,865 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $1,897,859.

    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 5,868 shares
    Change vs previous 13F +151 shares

    0.05% of the 13F portfolio, value $1,894,310.

    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 5,717 shares
    Change vs previous 13F +117 shares

    0.05% of the 13F portfolio, value $1,875,176.

    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 5,600 shares
    Change vs previous 13F +363 shares

    0.05% of the 13F portfolio, value $1,496,264.

    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 5,237 shares
    Change vs previous 13F -2,260 shares

    0.04% of the 13F portfolio, value $1,245,046.

    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 7,497 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,962,276.

    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).