IHT Wealth Management, LLC: XYLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IHT Wealth Management, LLC on XYLD, newest first. How the timeline and the estimate are built.
IHT Wealth Management, LLC held 44,502 XYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 44,502 sharesChange vs previous 13F -3,294 shares
0.04% of the 13F portfolio, value $1,815,217.
13F-HR 0001104659-26-096531 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 47,796 sharesChange vs previous 13F -6,890 shares
0.04% of the 13F portfolio, value $1,870,264.
13F-HR 0001104659-26-061899 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 54,686 sharesChange vs previous 13F -6,522 shares
0.05% of the 13F portfolio, value $2,221,881.
13F-HR 0001104659-26-016011 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 61,208 sharesChange vs previous 13F -18,787 shares
0.06% of the 13F portfolio, value $2,403,038.
13F-HR 0001104659-25-112424 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 79,995 sharesChange vs previous 13F -188,672 shares
0.09% of the 13F portfolio, value $3,114,996.
13F-HR 0001104659-25-078291 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 268,667 sharesChange vs previous 13F +73,505 shares
0.33% of the 13F portfolio, value $10,609,641.
13F-HR 0001104659-25-049059 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 195,162 sharesChange vs previous 13F -21,412 shares
0.26% of the 13F portfolio, value $8,177,276.
13F-HR 0001104659-25-013520 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 216,574 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $8,981,953.
13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).