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IHT Wealth Management, LLC: XLF position timeline

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

IHT Wealth Management, LLC held 332,073 XLF 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 332,073 shares
    Change vs previous 13F -5,779 shares

    0.38% of the 13F portfolio, value $17,802,415.

    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 337,852 shares
    Change vs previous 13F -46,470 shares

    0.39% of the 13F portfolio, value $16,679,751.

    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 384,322 shares
    Change vs previous 13F -14,724 shares

    0.51% of the 13F portfolio, value $21,049,330.

    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 399,046 shares
    Change vs previous 13F +27,818 shares

    0.54% of the 13F portfolio, value $21,496,625.

    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 371,228 shares
    Change vs previous 13F +59,451 shares

    0.53% of the 13F portfolio, value $19,441,189.

    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 311,777 shares
    Change vs previous 13F +32,720 shares

    0.48% of the 13F portfolio, value $15,529,619.

    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 279,057 shares
    Change vs previous 13F +19,941 shares

    0.44% of the 13F portfolio, value $13,486,833.

    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 259,116 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $11,725,610.

    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).