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Disclosery

IHT Wealth Management, LLC: SPDW position timeline

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

IHT Wealth Management, LLC held 477,329 SPDW 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 477,329 shares
    Change vs previous 13F +70,835 shares

    0.51% of the 13F portfolio, value $24,052,611.

    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 406,494 shares
    Change vs previous 13F +11,692 shares

    0.43% of the 13F portfolio, value $18,556,510.

    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 394,802 shares
    Change vs previous 13F -6,350 shares

    0.43% of the 13F portfolio, value $17,561,761.

    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 401,152 shares
    Change vs previous 13F -865 shares

    0.43% of the 13F portfolio, value $17,172,212.

    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 402,017 shares
    Change vs previous 13F +5,088 shares

    0.45% of the 13F portfolio, value $16,277,642.

    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 396,929 shares
    Change vs previous 13F -261,832 shares

    0.45% of the 13F portfolio, value $14,466,125.

    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 658,761 shares
    Change vs previous 13F -39,498 shares

    0.73% of the 13F portfolio, value $22,483,543.

    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 698,259 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $26,205,568.

    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).