IHT Wealth Management, LLC: XEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IHT Wealth Management, LLC on XEL, newest first. How the timeline and the estimate are built.
IHT Wealth Management, LLC held 12,500 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 12,500 sharesChange vs previous 13F -175 shares
0.02% of the 13F portfolio, value $1,003,742.
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 12,675 sharesChange vs previous 13F +1,694 shares
0.02% of the 13F portfolio, value $1,006,906.
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 10,981 sharesChange vs previous 13F +893 shares
0.02% of the 13F portfolio, value $811,033.
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 10,088 sharesChange vs previous 13F -6 shares
0.02% of the 13F portfolio, value $813,620.
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 10,094 sharesChange vs previous 13F +1,976 shares
0.02% of the 13F portfolio, value $687,426.
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 8,118 sharesChange vs previous 13F -3,378 shares
0.02% of the 13F portfolio, value $574,672.
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 11,496 sharesChange vs previous 13F -7,092 shares
0.03% of the 13F portfolio, value $776,190.
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 18,588 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,213,895.
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).