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Disclosery

IHT Wealth Management, LLC: IBMO position timeline

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

IHT Wealth Management, LLC held 76,419 IBMO 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 76,419 shares
    Change vs previous 13F +451 shares

    0.04% of the 13F portfolio, value $1,959,384.

    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 75,968 shares
    Change vs previous 13F +302 shares

    0.05% of the 13F portfolio, value $1,947,059.

    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 75,666 shares
    Change vs previous 13F +33,407 shares

    0.05% of the 13F portfolio, value $1,939,837.

    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 42,259 shares
    Change vs previous 13F +251 shares

    0.03% of the 13F portfolio, value $1,084,377.

    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 42,008 shares
    Change vs previous 13F +242 shares

    0.03% of the 13F portfolio, value $1,076,372.

    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 41,766 shares
    Change vs previous 13F +163 shares

    0.03% of the 13F portfolio, value $1,067,548.

    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 41,603 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,059,204.

    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).