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IHT Wealth Management, LLC: IVLU position timeline

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

IHT Wealth Management, LLC held 95,650 IVLU 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 95,650 shares
    Change vs previous 13F +2,159 shares

    0.09% of the 13F portfolio, value $4,000,070.

    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 93,491 shares
    Change vs previous 13F -6,321 shares

    0.09% of the 13F portfolio, value $3,709,734.

    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 99,812 shares
    Change vs previous 13F -29,354 shares

    0.09% of the 13F portfolio, value $3,797,869.

    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 129,166 shares
    Change vs previous 13F -25,795 shares

    0.12% of the 13F portfolio, value $4,582,804.

    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 154,961 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,096,663.

    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).