IHT Wealth Management, LLC: PDI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IHT Wealth Management, LLC on PDI, newest first. How the timeline and the estimate are built.
IHT Wealth Management, LLC held 65,877 PDI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 65,877 sharesChange vs previous 13F +3,916 shares
0.02% of the 13F portfolio, value $1,100,142.
13F-HR 0001104659-26-096531 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 61,961 sharesChange vs previous 13F +26,202 shares
0.02% of the 13F portfolio, value $1,060,148.
13F-HR 0001104659-26-061899 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,759 sharesChange vs previous 13F +690 shares
0.02% of the 13F portfolio, value $633,292.
13F-HR 0001104659-26-016011 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,069 sharesChange vs previous 13F +24,305 shares
0.02% of the 13F portfolio, value $694,366.
13F-HR 0001104659-25-112424 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,764 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $204,194.
13F-HR 0001104659-25-078291 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).