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Disclosery

IHT Wealth Management, LLC: USMV position timeline

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

IHT Wealth Management, LLC held 62,285 USMV 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 62,285 shares
    Change vs previous 13F -18,948 shares

    0.13% of the 13F portfolio, value $6,007,989.

    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 81,233 shares
    Change vs previous 13F -10,752 shares

    0.18% of the 13F portfolio, value $7,533,524.

    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 91,985 shares
    Change vs previous 13F -619 shares

    0.21% of the 13F portfolio, value $8,661,952.

    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 92,604 shares
    Change vs previous 13F -6,867 shares

    0.22% of the 13F portfolio, value $8,809,783.

    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 99,471 shares
    Change vs previous 13F -683 shares

    0.26% of the 13F portfolio, value $9,337,347.

    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 100,154 shares
    Change vs previous 13F -2,490 shares

    0.29% of the 13F portfolio, value $9,378,906.

    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 102,644 shares
    Change vs previous 13F -21,296 shares

    0.29% of the 13F portfolio, value $9,113,782.

    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 123,940 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $11,313,660.

    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).