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IHT Wealth Management, LLC: ICVT position timeline

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

IHT Wealth Management, LLC held 15,513 ICVT 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 15,513 shares
    Change vs previous 13F -49,812 shares

    0.04% of the 13F portfolio, value $1,888,566.

    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 65,325 shares
    Change vs previous 13F +4,078 shares

    0.15% of the 13F portfolio, value $6,649,415.

    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 61,247 shares
    Change vs previous 13F +8,044 shares

    0.15% of the 13F portfolio, value $6,033,025.

    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 53,203 shares
    Change vs previous 13F +30,528 shares

    0.13% of the 13F portfolio, value $5,322,920.

    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 22,675 shares
    Change vs previous 13F -28,612 shares

    0.06% of the 13F portfolio, value $2,042,995.

    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 51,287 shares
    Change vs previous 13F +385 shares

    0.13% of the 13F portfolio, value $4,288,051.

    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 50,902 shares
    Change vs previous 13F -5,816 shares

    0.14% of the 13F portfolio, value $4,325,172.

    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 56,718 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,745,570.

    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).