Skip to content
Disclosery

IHT Wealth Management, LLC: OBDC position timeline

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

IHT Wealth Management, LLC held 71,462 OBDC 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 71,462 shares
    Change vs previous 13F +809 shares

    0.02% of the 13F portfolio, value $776,788.

    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 70,653 shares
    Change vs previous 13F +10,770 shares

    0.02% of the 13F portfolio, value $781,423.

    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 59,883 shares
    Change vs previous 13F -6,539 shares

    0.02% of the 13F portfolio, value $744,346.

    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 66,422 shares
    Change vs previous 13F +888 shares

    0.02% of the 13F portfolio, value $848,211.

    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 65,534 shares
    Change vs previous 13F +4,633 shares

    0.03% of the 13F portfolio, value $939,751.

    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 60,901 shares
    Change vs previous 13F +5,328 shares

    0.03% of the 13F portfolio, value $892,804.

    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 55,573 shares
    Change vs previous 13F +44,147 shares

    0.03% of the 13F portfolio, value $840,267.

    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 11,426 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $166,447.

    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).