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IHT Wealth Management, LLC

SEC CIK
0001697490
Latest filing
Aug 14, 2026

CB holding history

Chubb Ltd in every 13F filed by IHT Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
5,783
Value
$1.97M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of CB by IHT Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,783$1.97M<0.1%−33−0.6%ReducedHolders
Q1 20265,816$1.90M<0.1%+274+4.9%AddedHolders
Q4 20255,542$1.73M<0.1%+18+0.3%AddedHolders
Q3 20255,524$1.56M<0.1%+781+16.5%AddedHolders
Q2 20254,743$1.37M<0.1%+186+4.1%AddedHolders
Q1 20254,557$1.38M<0.1%+534+13.3%AddedHolders
Q4 20244,023$1.11M<0.1%−1,051−20.7%ReducedHolders
Q3 20245,074$1.47M<0.1%+957+23.2%AddedHolders
Q2 20244,117$1.05M<0.1%+224+5.8%AddedHolders
Q1 20243,893$1.01M<0.1%+139+3.7%AddedHolders
Q4 20233,754$848.3K<0.1%+58+1.6%AddedHolders
Q3 20233,696$769.4K<0.1%+612+19.8%AddedHolders
Q2 20233,084$593.9K<0.1%+1,904+161.4%AddedHolders
Q1 20231,180$229.2K<0.1%+168+16.6%AddedHolders
Q4 20221,012$223.3K<0.1%−289−22.2%ReducedHolders
Q3 20221,301$237.0K<0.1%+1,301NewHolders
Q3 20210$00.0%−4,552−100.0%Sold outHolders
Q2 20214,552$723.0K<0.1%+3,227+243.5%AddedHolders
Q1 20211,325$209.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.