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Straight Path Wealth Management: BSCW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Straight Path Wealth Management on BSCW, newest first. How the timeline and the estimate are built.

Straight Path Wealth Management held 183,072 BSCW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,072 shares
    Change vs previous 13F +3,540 shares

    0.88% of the 13F portfolio, value $3,754,797.

    13F-HR 0002085853-26-000879 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 179,532 shares
    Change vs previous 13F +20,976 shares

    0.99% of the 13F portfolio, value $3,696,177.

    13F-HR 0002085853-26-000459 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 158,556 shares
    Change vs previous 13F +104,286 shares

    0.89% of the 13F portfolio, value $3,309,848.

    13F-HR 0002085853-26-000240 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,270 shares
    Change vs previous 13F +16,976 shares

    0.32% of the 13F portfolio, value $1,133,149.

    13F-HR 0002085853-25-000211 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,294 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $768,264.

    13F-HR 0001667731-25-000999 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).