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Disclosery

IHT Wealth Management, LLC: OEF position timeline

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

IHT Wealth Management, LLC held 14,257 OEF 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 14,257 shares
    Change vs previous 13F -2,770 shares

    0.11% of the 13F portfolio, value $5,216,420.

    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 17,027 shares
    Change vs previous 13F -950 shares

    0.13% of the 13F portfolio, value $5,415,848.

    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 17,977 shares
    Change vs previous 13F -16,340 shares

    0.15% of the 13F portfolio, value $6,165,451.

    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 34,317 shares
    Change vs previous 13F -9,203 shares

    0.29% of the 13F portfolio, value $11,422,203.

    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 43,520 shares
    Change vs previous 13F +9,951 shares

    0.36% of the 13F portfolio, value $13,245,070.

    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 33,569 shares
    Change vs previous 13F +32,606 shares

    0.28% of the 13F portfolio, value $9,091,338.

    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 963 shares
    Change vs previous 13F -213 shares

    0.01% of the 13F portfolio, value $278,115.

    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 1,176 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $324,685.

    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).