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IHT Wealth Management, LLC: PSEP position timeline

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

IHT Wealth Management, LLC held 11,501 PSEP 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 11,501 shares
    Change vs previous 13F -719 shares

    0.01% of the 13F portfolio, value $529,621.

    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 12,220 shares
    Change vs previous 13F -11,253 shares

    0.01% of the 13F portfolio, value $526,193.

    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 23,473 shares
    Change vs previous 13F -5,460 shares

    0.03% of the 13F portfolio, value $1,036,098.

    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 28,933 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,252,026.

    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).