Position in HTCR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,464
-$891 QoQ
Shares Held
550
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTCR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IHT Wealth Management, LLC holds $21,335,488 across 17 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZ |
A2z Cust2mate Solutions Corp.
|
668,013 | $3,887,835 | |
| 2 | NOW |
ServiceNow, Inc.
|
28,671 | $2,846,456 | |
| 3 | MSTR |
Strategy Inc
|
22,643 | $1,968,355 | |
| 4 | ADBE |
Adobe Inc.
|
9,316 | $1,909,966 | |
| 5 | SNOW |
Snowflake Inc.
|
7,197 | $1,831,636 | |
| 6 | CRM |
Salesforce, Inc.
|
10,495 | $1,644,146 | |
| 7 | UBER |
Uber Technologies, Inc
|
22,566 | $1,628,362 | |
| 8 | ADP |
Automatic Data Processing Inc
|
6,581 | $1,473,814 |
All Filings in HTCR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,464 | 11,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,355 | 11,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,910 | 11,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||