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Disclosery

Straight Path Wealth Management: DFAR position timeline

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

Straight Path Wealth Management held 329,831 DFAR 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 329,831 shares
    Change vs previous 13F +7,735 shares

    2.02% of the 13F portfolio, value $8,628,372.

    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 322,096 shares
    Change vs previous 13F +33,655 shares

    2.03% of the 13F portfolio, value $7,617,560.

    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 288,441 shares
    Change vs previous 13F +24,153 shares

    1.78% of the 13F portfolio, value $6,605,649.

    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 264,288 shares
    Change vs previous 13F +39,730 shares

    1.76% of the 13F portfolio, value $6,303,278.

    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 224,558 shares
    Change vs previous 13F +18,091 shares

    1.79% of the 13F portfolio, value $5,268,124.

    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 206,467 shares
    Change vs previous 13F +20,554 shares

    1.99% of the 13F portfolio, value $4,907,719.

    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 185,913 shares
    Change vs previous 13F +8,543 shares

    1.71% of the 13F portfolio, value $4,326,191.

    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).

  8. period ended2024-09-30
    13F 177,370 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $4,547,773.

    13F-HR 0001902506-24-000004 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).