Skip to content

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

  1. period ended2026-06-30
    13F 44,502 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,796 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,686 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,208 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 79,995 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 268,667 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 195,162 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 216,574 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).