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Straight Path Wealth Management: BUCK position timeline

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

Straight Path Wealth Management held 21,212 BUCK 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 21,212 shares
    Change vs previous 13F -2,429 shares

    0.12% of the 13F portfolio, value $496,785.

    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 23,641 shares
    Change vs previous 13F -2,934 shares

    0.15% of the 13F portfolio, value $555,682.

    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 26,575 shares
    Change vs previous 13F -932 shares

    0.17% of the 13F portfolio, value $629,960.

    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 27,507 shares
    Change vs previous 13F +612 shares

    0.18% of the 13F portfolio, value $656,042.

    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 26,895 shares
    Change vs previous 13F +525 shares

    0.22% of the 13F portfolio, value $635,798.

    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).

  6. period ended2025-03-31
    13F 26,370 shares
    Change vs previous 13F +4,795 shares

    0.26% of the 13F portfolio, value $650,812.

    13F-HR 0001667731-25-000546 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).

  7. period ended2024-12-31
    13F 21,575 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $529,451.

    13F-HR 0001667731-25-000214 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).