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IHT Wealth Management, LLC: HFRO position timeline

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

IHT Wealth Management, LLC held 137,401 HFRO 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 137,401 shares
    Change vs previous 13F -3,178 shares

    0.02% of the 13F portfolio, value $979,669.

    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 140,579 shares
    Change vs previous 13F -7,074 shares

    0.02% of the 13F portfolio, value $802,707.

    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 147,653 shares
    Change vs previous 13F -45,265 shares

    0.02% of the 13F portfolio, value $882,965.

    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 192,918 shares
    Change vs previous 13F +203 shares

    0.03% of the 13F portfolio, value $1,225,036.

    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 192,715 shares
    Change vs previous 13F -14,235 shares

    0.03% of the 13F portfolio, value $1,002,117.

    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 206,950 shares
    Change vs previous 13F -195,155 shares

    0.03% of the 13F portfolio, value $1,076,140.

    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 402,105 shares
    Change vs previous 13F -64,632 shares

    0.07% of the 13F portfolio, value $2,086,929.

    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 466,737 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,861,101.

    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).