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IHT Wealth Management, LLC: SBI position timeline

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

IHT Wealth Management, LLC held 37,754 SBI 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 37,754 shares
    Change vs previous 13F +11,841 shares

    0.01% of the 13F portfolio, value $297,121.

    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 25,913 shares
    Change vs previous 13F +2,112 shares

    <0.01% of the 13F portfolio, value $199,012.

    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 23,801 shares
    Change vs previous 13F +2,103 shares

    <0.01% of the 13F portfolio, value $182,793.

    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 21,698 shares
    Change vs previous 13F +1,370 shares

    <0.01% of the 13F portfolio, value $171,635.

    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 20,328 shares
    Change vs previous 13F +4,113 shares

    <0.01% of the 13F portfolio, value $152,867.

    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 16,215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $126,479.

    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).