Skip to content
Disclosery

IHT Wealth Management, LLC: XLE position timeline

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

IHT Wealth Management, LLC held 103,750 XLE 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 103,750 shares
    Change vs previous 13F -86,272 shares

    0.12% of the 13F portfolio, value $5,510,189.

    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 190,022 shares
    Change vs previous 13F +99,524 shares

    0.27% of the 13F portfolio, value $11,640,746.

    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 90,498 shares
    Change vs previous 13F +44,909 shares

    0.1% of the 13F portfolio, value $4,046,171.

    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 45,589 shares
    Change vs previous 13F +59 shares

    0.1% of the 13F portfolio, value $4,072,944.

    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 45,530 shares
    Change vs previous 13F -2,654 shares

    0.11% of the 13F portfolio, value $3,861,362.

    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 48,184 shares
    Change vs previous 13F -8,609 shares

    0.14% of the 13F portfolio, value $4,502,769.

    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 56,793 shares
    Change vs previous 13F +1,058 shares

    0.16% of the 13F portfolio, value $4,864,927.

    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 55,735 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,911,249.

    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).