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IHT Wealth Management, LLC: PDBC position timeline

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

IHT Wealth Management, LLC held 13,730 PDBC 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 13,730 shares
    Change vs previous 13F -712 shares

    <0.01% of the 13F portfolio, value $218,039.

    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 14,442 shares
    Change vs previous 13F -171 shares

    0.01% of the 13F portfolio, value $250,136.

    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 14,613 shares
    Change vs previous 13F -2,136 shares

    <0.01% of the 13F portfolio, value $193,629.

    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 16,749 shares
    Change vs previous 13F +3,770 shares

    0.01% of the 13F portfolio, value $224,942.

    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 12,979 shares
    Change vs previous 13F -1,662 shares

    <0.01% of the 13F portfolio, value $169,246.

    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 14,641 shares
    Change vs previous 13F +2,809 shares

    0.01% of the 13F portfolio, value $199,557.

    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 11,832 shares
    Change vs previous 13F -1,046 shares

    <0.01% of the 13F portfolio, value $153,699.

    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 12,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $172,957.

    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).