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IHT Wealth Management, LLC: TAXF position timeline

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

IHT Wealth Management, LLC held 62,424 TAXF 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 62,424 shares
    Change vs previous 13F -1,597 shares

    0.07% of the 13F portfolio, value $3,173,333.

    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 64,021 shares
    Change vs previous 13F +907 shares

    0.07% of the 13F portfolio, value $3,204,265.

    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 63,114 shares
    Change vs previous 13F -893 shares

    0.08% of the 13F portfolio, value $3,179,660.

    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 64,007 shares
    Change vs previous 13F -4,645 shares

    0.08% of the 13F portfolio, value $3,215,079.

    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 68,652 shares
    Change vs previous 13F -3,482 shares

    0.09% of the 13F portfolio, value $3,359,140.

    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 72,134 shares
    Change vs previous 13F -6,063 shares

    0.11% of the 13F portfolio, value $3,569,185.

    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 78,197 shares
    Change vs previous 13F +1,556 shares

    0.13% of the 13F portfolio, value $3,920,815.

    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 76,641 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,940,886.

    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).