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IHT Wealth Management, LLC: SOXQ position timeline

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

IHT Wealth Management, LLC held 8,841 SOXQ 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 8,841 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $991,114.

    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 8,854 shares
    Change vs previous 13F -8,367 shares

    0.01% of the 13F portfolio, value $528,565.

    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 17,221 shares
    Change vs previous 13F -3,758 shares

    0.02% of the 13F portfolio, value $960,443.

    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 20,979 shares
    Change vs previous 13F -1,401 shares

    0.03% of the 13F portfolio, value $1,051,484.

    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 22,380 shares
    Change vs previous 13F +7,693 shares

    0.03% of the 13F portfolio, value $977,099.

    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 14,687 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $494,221.

    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).