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Livermore
Livermore
ZHEN

IHT Wealth Management, LLC

SEC CIK
0001697490
Latest filing
Aug 14, 2026

XERS holding history

Xeris Biopharma Holdings, Inc. 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.

XERS overviewAll 13F holders of XERSFull Q2 2026 holdings

Shares (Q2 2026)
481,871
Value
$3.82M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of XERS by IHT Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026481,871$3.82M0.1%+105,395+28.0%AddedHolders
Q1 2026376,476$2.18M0.1%+112,945+42.9%AddedHolders
Q4 2025263,531$2.07M0.1%+5,356+2.1%AddedHolders
Q3 2025258,175$2.10M0.1%−5,630−2.1%ReducedHolders
Q2 2025263,805$1.23M<0.1%+1,000+0.4%AddedHolders
Q1 2025262,805$1.44M<0.1%−7,355−2.7%ReducedHolders
Q4 2024270,160$915.9K<0.1%−6,725−2.4%ReducedHolders
Q3 2024276,885$789.1K<0.1%−19,450−6.6%ReducedHolders
Q2 2024296,335$666.8K<0.1%−2,032−0.7%ReducedHolders
Q1 2024298,367$659.4K<0.1%+18,975+6.8%AddedHolders
Q4 2023279,392$656.6K<0.1%−5,000−1.8%ReducedHolders
Q3 2023284,392$529.0K<0.1%+2,950+1.0%AddedHolders
Q2 2023281,442$737.4K<0.1%00.0%UnchangedHolders
Q1 2023281,442$458.8K<0.1%−15,425−5.2%ReducedHolders
Q4 2022296,867$394.8K<0.1%−38,420−11.5%ReducedHolders
Q3 2022335,287$523.0K<0.1%−2,100−0.6%ReducedHolders
Q2 2022337,387$520.0K<0.1%+337,387NewHolders
Q1 20220$00.0%−342,897−100.0%Sold outHolders
Q4 2021342,897$1.00M0.1%+8,530+2.6%AddedHolders
Q3 2021334,367$819.0K0.1%−5,780−1.7%ReducedHolders
Q2 2021340,147$1.38M0.1%+41,762+14.0%AddedHolders
Q1 2021298,385$1.35M0.1%––Holders

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