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IHT Wealth Management, LLC: XBI position timeline

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

IHT Wealth Management, LLC held 9,421 XBI 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 9,421 shares
    Change vs previous 13F +918 shares

    0.03% of the 13F portfolio, value $1,490,953.

    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 8,503 shares
    Change vs previous 13F -18,094 shares

    0.03% of the 13F portfolio, value $1,086,038.

    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 26,597 shares
    Change vs previous 13F -7,860 shares

    0.08% of the 13F portfolio, value $3,242,966.

    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 34,457 shares
    Change vs previous 13F +415 shares

    0.09% of the 13F portfolio, value $3,452,566.

    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 34,042 shares
    Change vs previous 13F -8,998 shares

    0.08% of the 13F portfolio, value $2,823,112.

    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 43,040 shares
    Change vs previous 13F -26,423 shares

    0.11% of the 13F portfolio, value $3,490,511.

    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 69,463 shares
    Change vs previous 13F -58,410 shares

    0.2% of the 13F portfolio, value $6,255,879.

    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 127,873 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $12,590,257.

    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).