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Disclosery

IHT Wealth Management, LLC: XLI position timeline

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

IHT Wealth Management, LLC held 121,925 XLI 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 121,925 shares
    Change vs previous 13F -27,553 shares

    0.48% of the 13F portfolio, value $22,584,188.

    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 149,478 shares
    Change vs previous 13F +35,945 shares

    0.56% of the 13F portfolio, value $24,175,012.

    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 113,533 shares
    Change vs previous 13F -1,158 shares

    0.43% of the 13F portfolio, value $17,611,207.

    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 114,691 shares
    Change vs previous 13F -2,978 shares

    0.45% of the 13F portfolio, value $17,688,803.

    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 117,669 shares
    Change vs previous 13F -7,509 shares

    0.48% of the 13F portfolio, value $17,358,590.

    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 125,178 shares
    Change vs previous 13F +13,961 shares

    0.51% of the 13F portfolio, value $16,407,052.

    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 111,217 shares
    Change vs previous 13F -35,021 shares

    0.47% of the 13F portfolio, value $14,653,910.

    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 146,238 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $19,809,576.

    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).