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IHT Wealth Management, LLC: XSHD position timeline

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

IHT Wealth Management, LLC held 155,940 XSHD 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 155,940 shares
    Change vs previous 13F +4,808 shares

    0.05% of the 13F portfolio, value $2,201,873.

    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 151,132 shares
    Change vs previous 13F +125,193 shares

    0.05% of the 13F portfolio, value $1,983,214.

    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 25,939 shares
    Change vs previous 13F +466 shares

    0.01% of the 13F portfolio, value $332,275.

    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 25,473 shares
    Change vs previous 13F +4,212 shares

    0.01% of the 13F portfolio, value $341,843.

    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 21,261 shares
    Change vs previous 13F +148 shares

    0.01% of the 13F portfolio, value $286,260.

    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 21,113 shares
    Change vs previous 13F -3,996 shares

    0.01% of the 13F portfolio, value $293,044.

    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 25,109 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $365,331.

    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).