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Disclosery

IHT Wealth Management, LLC: IWM position timeline

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

IHT Wealth Management, LLC held 147,840 IWM 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 147,840 shares
    Change vs previous 13F -38,652 shares

    0.94% of the 13F portfolio, value $44,418,607.

    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 186,492 shares
    Change vs previous 13F -2,556 shares

    1.08% of the 13F portfolio, value $46,249,922.

    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 189,048 shares
    Change vs previous 13F +25,105 shares

    1.13% of the 13F portfolio, value $46,535,946.

    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 163,943 shares
    Change vs previous 13F -713 shares

    1% of the 13F portfolio, value $39,667,587.

    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 164,656 shares
    Change vs previous 13F +2,092 shares

    0.98% of the 13F portfolio, value $35,531,018.

    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 162,564 shares
    Change vs previous 13F +4,795 shares

    1.01% of the 13F portfolio, value $32,429,878.

    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 157,769 shares
    Change vs previous 13F -134,177 shares

    1.12% of the 13F portfolio, value $34,860,710.

    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 291,946 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $64,072,257.

    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).