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IHT Wealth Management, LLC

SEC CIK
0001697490
Latest filing
Aug 14, 2026

DFS holding history

Discover Financial Services 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.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of DFS by IHT Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,605−100.0%Sold outHolders
Q1 20251,605$274.0K<0.1%−358−18.2%ReducedHolders
Q4 20241,963$340.1K<0.1%−647−24.8%ReducedHolders
Q3 20242,610$364.2K<0.1%+290+12.5%AddedHolders
Q2 20242,320$303.5K<0.1%−31−1.3%ReducedHolders
Q1 20242,351$308.1K<0.1%+395+20.2%AddedHolders
Q4 20231,956$219.8K<0.1%+1,956NewHolders
Q3 20230$00.0%−1,976−100.0%Sold outHolders
Q2 20231,976$230.8K<0.1%+1,976NewHolders
Q1 20230$00.0%−2,046−100.0%Sold outHolders
Q4 20222,046$200.1K<0.1%−186−8.3%ReducedHolders
Q3 20222,232$203.0K<0.1%+2,232NewHolders
Q2 20220$00.0%−2,002−100.0%Sold outHolders
Q1 20222,002$221.0K<0.1%+25+1.3%AddedHolders
Q4 20211,977$229.0K<0.1%+1+0.1%AddedHolders
Q3 20211,976$243.0K<0.1%−488−19.8%ReducedHolders
Q2 20212,464$291.0K<0.1%+34+1.4%AddedHolders
Q1 20212,430$231.0K<0.1%––Holders

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