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IHT Wealth Management, LLC: SDVY position timeline

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

IHT Wealth Management, LLC held 171,163 SDVY 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 171,163 shares
    Change vs previous 13F -12,284 shares

    0.16% of the 13F portfolio, value $7,383,969.

    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 183,447 shares
    Change vs previous 13F -22,476 shares

    0.17% of the 13F portfolio, value $7,233,316.

    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 205,923 shares
    Change vs previous 13F +2,045 shares

    0.19% of the 13F portfolio, value $7,890,965.

    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 203,878 shares
    Change vs previous 13F -9,598 shares

    0.2% of the 13F portfolio, value $7,751,309.

    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 213,476 shares
    Change vs previous 13F -28,468 shares

    0.21% of the 13F portfolio, value $7,531,448.

    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 241,944 shares
    Change vs previous 13F -16,587 shares

    0.25% of the 13F portfolio, value $8,105,226.

    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 258,531 shares
    Change vs previous 13F +21,158 shares

    0.3% of the 13F portfolio, value $9,268,353.

    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 237,373 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,626,579.

    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).