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IHT Wealth Management, LLC: XLV position timeline

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

IHT Wealth Management, LLC held 125,999 XLV 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 125,999 shares
    Change vs previous 13F +18,661 shares

    0.43% of the 13F portfolio, value $19,991,077.

    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 107,338 shares
    Change vs previous 13F -36,682 shares

    0.37% of the 13F portfolio, value $15,736,737.

    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 144,020 shares
    Change vs previous 13F +21,757 shares

    0.54% of the 13F portfolio, value $22,297,510.

    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 122,263 shares
    Change vs previous 13F -1,987 shares

    0.43% of the 13F portfolio, value $17,032,679.

    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 124,250 shares
    Change vs previous 13F +395 shares

    0.46% of the 13F portfolio, value $16,747,714.

    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 123,855 shares
    Change vs previous 13F +4,298 shares

    0.56% of the 13F portfolio, value $18,055,272.

    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 119,557 shares
    Change vs previous 13F -14,122 shares

    0.53% of the 13F portfolio, value $16,447,428.

    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 133,679 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $20,570,592.

    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).