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Disclosery

IHT Wealth Management, LLC: XLB position timeline

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

IHT Wealth Management, LLC held 56,169 XLB 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 56,169 shares
    Change vs previous 13F +21,980 shares

    0.06% of the 13F portfolio, value $2,855,071.

    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 34,189 shares
    Change vs previous 13F +7,055 shares

    0.04% of the 13F portfolio, value $1,708,432.

    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 27,134 shares
    Change vs previous 13F +12,356 shares

    0.03% of the 13F portfolio, value $1,230,539.

    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 14,778 shares
    Change vs previous 13F -20,749 shares

    0.03% of the 13F portfolio, value $1,324,431.

    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 35,527 shares
    Change vs previous 13F +12,380 shares

    0.09% of the 13F portfolio, value $3,119,601.

    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 23,147 shares
    Change vs previous 13F -3,506 shares

    0.06% of the 13F portfolio, value $1,990,204.

    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 26,653 shares
    Change vs previous 13F -1,737 shares

    0.07% of the 13F portfolio, value $2,242,579.

    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 28,390 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,735,763.

    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).