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IHT Wealth Management, LLC: XBGYX position timeline

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

IHT Wealth Management, LLC held 145,365 XBGYX 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 145,365 shares
    Change vs previous 13F +542 shares

    0.02% of the 13F portfolio, value $834,397.

    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 144,823 shares
    Change vs previous 13F -1,380 shares

    0.02% of the 13F portfolio, value $783,494.

    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 146,203 shares
    Change vs previous 13F -11,993 shares

    0.02% of the 13F portfolio, value $859,675.

    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 158,196 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $909,631.

    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 158,190 shares
    Change vs previous 13F -4,471 shares

    0.03% of the 13F portfolio, value $915,919.

    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 162,661 shares
    Change vs previous 13F -221 shares

    0.03% of the 13F portfolio, value $912,531.

    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 162,882 shares
    Change vs previous 13F -93,929 shares

    0.03% of the 13F portfolio, value $864,903.

    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 256,811 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,486,448.

    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).