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IHT Wealth Management, LLC: TRV position timeline

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

IHT Wealth Management, LLC held 6,366 TRV 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 6,366 shares
    Change vs previous 13F -90 shares

    0.04% of the 13F portfolio, value $2,101,642.

    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 6,456 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $1,883,013.

    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 6,466 shares
    Change vs previous 13F +47 shares

    0.05% of the 13F portfolio, value $1,875,618.

    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 6,419 shares
    Change vs previous 13F -58 shares

    0.05% of the 13F portfolio, value $1,792,404.

    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 6,477 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $1,732,946.

    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 6,553 shares
    Change vs previous 13F -134 shares

    0.05% of the 13F portfolio, value $1,733,095.

    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 6,687 shares
    Change vs previous 13F -4,892 shares

    0.05% of the 13F portfolio, value $1,610,825.

    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 11,579 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,715,882.

    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).