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
- period ended2026-06-3013F 95,650 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 93,491 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 99,812 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 129,166 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 154,961 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).