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Disclosery

IHT Wealth Management, LLC: PSX position timeline

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

IHT Wealth Management, LLC held 16,201 PSX 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 16,201 shares
    Change vs previous 13F -13,117 shares

    0.06% of the 13F portfolio, value $2,738,842.

    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 29,318 shares
    Change vs previous 13F +13,992 shares

    0.12% of the 13F portfolio, value $5,341,223.

    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 15,326 shares
    Change vs previous 13F +3,284 shares

    0.05% of the 13F portfolio, value $1,977,744.

    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 12,042 shares
    Change vs previous 13F +86 shares

    0.04% of the 13F portfolio, value $1,637,989.

    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 11,956 shares
    Change vs previous 13F -1,869 shares

    0.04% of the 13F portfolio, value $1,426,348.

    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 13,825 shares
    Change vs previous 13F -110 shares

    0.05% of the 13F portfolio, value $1,707,074.

    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 13,935 shares
    Change vs previous 13F -1,842 shares

    0.05% of the 13F portfolio, value $1,587,576.

    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 15,777 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,077,014.

    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).