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IHT Wealth Management, LLC: JAAA position timeline

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

IHT Wealth Management, LLC held 411,062 JAAA 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 411,062 shares
    Change vs previous 13F -10,464 shares

    0.44% of the 13F portfolio, value $20,754,542.

    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 421,526 shares
    Change vs previous 13F +194,861 shares

    0.49% of the 13F portfolio, value $21,232,309.

    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 226,665 shares
    Change vs previous 13F +35,057 shares

    0.28% of the 13F portfolio, value $11,464,695.

    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 191,608 shares
    Change vs previous 13F -163,700 shares

    0.25% of the 13F portfolio, value $9,729,839.

    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 355,308 shares
    Change vs previous 13F -242,595 shares

    0.5% of the 13F portfolio, value $18,032,026.

    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 597,903 shares
    Change vs previous 13F +480,978 shares

    0.95% of the 13F portfolio, value $30,319,644.

    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 116,925 shares
    Change vs previous 13F +65,779 shares

    0.19% of the 13F portfolio, value $5,929,282.

    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 51,146 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,602,326.

    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).