IHT Wealth Management, LLC: WEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IHT Wealth Management, LLC on WEC, newest first. How the timeline and the estimate are built.
IHT Wealth Management, LLC held 8,767 WEC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,767 sharesChange vs previous 13F -96 shares
0.02% of the 13F portfolio, value $1,023,781.
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).
- period ended2026-03-3113F 8,863 sharesChange vs previous 13F +474 shares
0.02% of the 13F portfolio, value $1,026,084.
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 8,389 sharesChange vs previous 13F -2,928 shares
0.02% of the 13F portfolio, value $888,118.
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 11,317 sharesChange vs previous 13F +550 shares
0.03% of the 13F portfolio, value $1,295,512.
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 10,767 sharesChange vs previous 13F +1,080 shares
0.03% of the 13F portfolio, value $1,121,951.
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 9,687 sharesChange vs previous 13F +85 shares
0.03% of the 13F portfolio, value $1,054,836.
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 9,602 sharesChange vs previous 13F -337 shares
0.03% of the 13F portfolio, value $902,994.
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 9,939 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $955,633.
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).