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Disclosery

IHT Wealth Management, LLC: SHY position timeline

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

IHT Wealth Management, LLC held 51,444 SHY 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 51,444 shares
    Change vs previous 13F +15,976 shares

    0.09% of the 13F portfolio, value $4,224,091.

    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 35,468 shares
    Change vs previous 13F -8,940 shares

    0.07% of the 13F portfolio, value $2,928,598.

    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 44,408 shares
    Change vs previous 13F +10,857 shares

    0.09% of the 13F portfolio, value $3,677,898.

    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 33,551 shares
    Change vs previous 13F +4,160 shares

    0.07% of the 13F portfolio, value $2,783,373.

    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 29,391 shares
    Change vs previous 13F -724 shares

    0.07% of the 13F portfolio, value $2,435,330.

    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 30,115 shares
    Change vs previous 13F -843 shares

    0.08% of the 13F portfolio, value $2,491,380.

    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 30,958 shares
    Change vs previous 13F -21,130 shares

    0.08% of the 13F portfolio, value $2,537,906.

    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 52,088 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,326,788.

    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).