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IHT Wealth Management, LLC: USFR position timeline

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

IHT Wealth Management, LLC held 1,368,150 USFR 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 1,368,150 shares
    Change vs previous 13F -413,514 shares

    1.47% of the 13F portfolio, value $68,886,399.

    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 1,781,664 shares
    Change vs previous 13F -133,616 shares

    2.09% of the 13F portfolio, value $89,688,960.

    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 1,915,280 shares
    Change vs previous 13F -116,308 shares

    2.34% of the 13F portfolio, value $96,376,886.

    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 2,031,588 shares
    Change vs previous 13F -144,941 shares

    2.58% of the 13F portfolio, value $102,127,937.

    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 2,176,529 shares
    Change vs previous 13F +176,443 shares

    3.01% of the 13F portfolio, value $109,501,183.

    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 2,000,086 shares
    Change vs previous 13F +329,773 shares

    3.14% of the 13F portfolio, value $100,664,373.

    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 1,670,313 shares
    Change vs previous 13F -235,280 shares

    2.71% of the 13F portfolio, value $84,050,176.

    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 1,905,593 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $95,702,099.

    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).