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Disclosery

IHT Wealth Management, LLC: XLC position timeline

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

IHT Wealth Management, LLC held 64,132 XLC 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 64,132 shares
    Change vs previous 13F -6,176 shares

    0.15% of the 13F portfolio, value $6,870,530.

    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 70,308 shares
    Change vs previous 13F -24,452 shares

    0.18% of the 13F portfolio, value $7,794,364.

    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 94,760 shares
    Change vs previous 13F -2,179 shares

    0.27% of the 13F portfolio, value $11,155,056.

    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 96,939 shares
    Change vs previous 13F +2,336 shares

    0.29% of the 13F portfolio, value $11,474,707.

    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 94,603 shares
    Change vs previous 13F +18,886 shares

    0.28% of the 13F portfolio, value $10,267,281.

    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 75,717 shares
    Change vs previous 13F -12,773 shares

    0.23% of the 13F portfolio, value $7,302,849.

    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 88,490 shares
    Change vs previous 13F +3,046 shares

    0.28% of the 13F portfolio, value $8,566,723.

    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 85,444 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,724,280.

    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).