IHT Wealth Management, LLC

Position in SRE — Sempra

CIK 1697490 Chicago, IL

Position in SRE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$629,870

+$31,498 QoQ

Shares Held

6,794

+10.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#632

of 1,280 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

IHT Wealth Management, LLC holds $629,870 across 1 Utilities - Diversified name. SRE ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SRE	Sempra This page	6,794	$629,870

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$629,870	6,794	+10.3%	Shares	Sole	2026-08-14
2026-03-31	$598,372	6,158	+17.5%	Shares	Sole	2026-05-15
2025-12-31	$462,904	5,243	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$479,863	5,333	-1.7%	Shares	Sole	2025-11-14
2025-06-30	$411,052	5,425	-3.3%	Shares	Sole	2025-08-14
2025-03-31	$400,258	5,609	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$491,232	5,600	-35.2%	Shares	Sole	2025-02-14
2024-09-30	$722,228	8,636	+55.6%	Shares	Sole	2024-11-14
2024-06-30	$422,209	5,551	+2.9%	Shares	Sole	2024-08-14
2024-03-31	$387,307	5,392	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$405,858	5,431	+8.2%	Shares	Sole	2024-02-14
2023-09-30	$341,578	5,021	+100.7%	Shares	Sole	2023-11-14
2023-06-30	$364,266	2,502	+12.4%	Shares	Sole	2023-08-15
2023-03-31	$336,482	2,226	+8.6%	Shares	Sole	2023-05-15
2022-12-31	$316,652	2,049	+2.8%	Shares	Sole	2023-02-15
2022-09-30	$298,830	1,993	-15.8%	Shares	Sole	2022-11-22
2021-06-30	$313,580	2,367	+4.4%	Shares	Sole	2021-08-16
2021-03-31	$300,558	2,267	+13.2%	Shares	Sole	2021-05-18
2020-12-31	$255,074	2,002	+15.4%	Shares	Sole	2021-02-17
2020-09-30	$205,354	1,735	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.