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Disclosery

IHT Wealth Management, LLC: SPBO position timeline

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

IHT Wealth Management, LLC held 393,988 SPBO 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 393,988 shares
    Change vs previous 13F +6,275 shares

    0.24% of the 13F portfolio, value $11,441,417.

    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 387,713 shares
    Change vs previous 13F -1,677 shares

    0.26% of the 13F portfolio, value $11,255,334.

    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 389,390 shares
    Change vs previous 13F -171,914 shares

    0.28% of the 13F portfolio, value $11,424,720.

    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 561,304 shares
    Change vs previous 13F +455,144 shares

    0.42% of the 13F portfolio, value $16,631,451.

    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 106,160 shares
    Change vs previous 13F +8,536 shares

    0.09% of the 13F portfolio, value $3,102,003.

    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 97,624 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,834,031.

    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).