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IHT Wealth Management, LLC: PEP position timeline

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

IHT Wealth Management, LLC held 37,491 PEP 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 37,491 shares
    Change vs previous 13F -1,689 shares

    0.11% of the 13F portfolio, value $5,076,246.

    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 39,180 shares
    Change vs previous 13F +5,332 shares

    0.14% of the 13F portfolio, value $6,084,295.

    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 33,848 shares
    Change vs previous 13F +1,035 shares

    0.12% of the 13F portfolio, value $4,865,334.

    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 32,813 shares
    Change vs previous 13F -3,304 shares

    0.12% of the 13F portfolio, value $4,608,892.

    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 36,117 shares
    Change vs previous 13F +1,736 shares

    0.13% of the 13F portfolio, value $4,768,871.

    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 34,381 shares
    Change vs previous 13F +8,630 shares

    0.16% of the 13F portfolio, value $5,148,411.

    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 25,751 shares
    Change vs previous 13F -6,516 shares

    0.13% of the 13F portfolio, value $3,915,661.

    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 32,267 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,492,995.

    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).