IHT Wealth Management, LLC: USFD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IHT Wealth Management, LLC on USFD, newest first. How the timeline and the estimate are built.
IHT Wealth Management, LLC held 0 USFD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -29,933 shares
13F-HR 0001104659-26-096531 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 29,933 sharesChange vs previous 13F -2,034 shares
0.06% of the 13F portfolio, value $2,760,152.
13F-HR 0001104659-26-061899 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,967 sharesChange vs previous 13F -2,876 shares
0.06% of the 13F portfolio, value $2,407,737.
13F-HR 0001104659-26-016011 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,843 sharesChange vs previous 13F -2,561 shares
0.07% of the 13F portfolio, value $2,669,684.
13F-HR 0001104659-25-112424 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,404 sharesChange vs previous 13F -1,124 shares
0.08% of the 13F portfolio, value $2,880,438.
13F-HR 0001104659-25-078291 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 38,528 sharesChange vs previous 13F -434 shares
0.08% of the 13F portfolio, value $2,522,017.
13F-HR 0001104659-25-049059 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 38,962 sharesChange vs previous 13F -521 shares
0.08% of the 13F portfolio, value $2,628,349.
13F-HR 0001104659-25-013520 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,483 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,428,245.
13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).