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Disclosery

IHT Wealth Management, LLC: XBIL position timeline

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

IHT Wealth Management, LLC held 233,333 XBIL 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 233,333 shares
    Change vs previous 13F +9,856 shares

    0.25% of the 13F portfolio, value $11,666,667.

    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 223,477 shares
    Change vs previous 13F -8,816 shares

    0.26% of the 13F portfolio, value $11,180,550.

    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 232,293 shares
    Change vs previous 13F -4,706 shares

    0.28% of the 13F portfolio, value $11,630,911.

    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 236,999 shares
    Change vs previous 13F -29,427 shares

    0.3% of the 13F portfolio, value $11,896,195.

    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 266,426 shares
    Change vs previous 13F +44,918 shares

    0.37% of the 13F portfolio, value $13,361,275.

    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 221,508 shares
    Change vs previous 13F +23,979 shares

    0.35% of the 13F portfolio, value $11,113,056.

    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 197,529 shares
    Change vs previous 13F -2,446 shares

    0.32% of the 13F portfolio, value $9,883,394.

    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 199,975 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $10,038,739.

    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).