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Disclosery

IHT Wealth Management, LLC: HLN position timeline

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

IHT Wealth Management, LLC held 12,495 HLN 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 12,495 shares
    Change vs previous 13F -3,612 shares

    <0.01% of the 13F portfolio, value $116,582.

    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 16,107 shares
    Change vs previous 13F -98 shares

    <0.01% of the 13F portfolio, value $161,235.

    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 16,205 shares
    Change vs previous 13F +1,049 shares

    <0.01% of the 13F portfolio, value $163,835.

    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 15,156 shares
    Change vs previous 13F -1,731 shares

    <0.01% of the 13F portfolio, value $135,953.

    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 16,887 shares
    Change vs previous 13F -1,640 shares

    <0.01% of the 13F portfolio, value $175,118.

    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 18,527 shares
    Change vs previous 13F -1,525 shares

    0.01% of the 13F portfolio, value $190,639.

    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 20,052 shares
    Change vs previous 13F -14,757 shares

    0.01% of the 13F portfolio, value $191,297.

    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 34,809 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $370,005.

    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).