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Disclosery

IHT Wealth Management, LLC: UPS position timeline

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

IHT Wealth Management, LLC held 40,065 UPS 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 40,065 shares
    Change vs previous 13F +4,591 shares

    0.09% of the 13F portfolio, value $4,307,056.

    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 35,474 shares
    Change vs previous 13F +8,715 shares

    0.08% of the 13F portfolio, value $3,489,888.

    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 26,759 shares
    Change vs previous 13F +15,732 shares

    0.06% of the 13F portfolio, value $2,659,851.

    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 11,027 shares
    Change vs previous 13F -1,158 shares

    0.02% of the 13F portfolio, value $923,969.

    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 12,185 shares
    Change vs previous 13F -215 shares

    0.03% of the 13F portfolio, value $1,229,998.

    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 12,400 shares
    Change vs previous 13F +290 shares

    0.04% of the 13F portfolio, value $1,363,175.

    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 12,110 shares
    Change vs previous 13F -3,660 shares

    0.05% of the 13F portfolio, value $1,527,023.

    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 15,770 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,139,867.

    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).