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IHT Wealth Management, LLC: UOCT position timeline

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

IHT Wealth Management, LLC held 13,731 UOCT 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 13,731 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $564,484.

    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 13,731 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $525,072.

    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 13,731 shares
    Change vs previous 13F -58,956 shares

    0.01% of the 13F portfolio, value $536,086.

    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 72,687 shares
    Change vs previous 13F -19,824 shares

    0.07% of the 13F portfolio, value $2,812,228.

    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 92,511 shares
    Change vs previous 13F -17,259 shares

    0.09% of the 13F portfolio, value $3,402,696.

    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 109,770 shares
    Change vs previous 13F +96,085 shares

    0.12% of the 13F portfolio, value $3,815,192.

    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 13,685 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $482,781.

    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).