Skip to content
Disclosery

Straight Path Wealth Management: DFEM position timeline

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

Straight Path Wealth Management held 451,026 DFEM 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 451,026 shares
    Change vs previous 13F -7,926 shares

    4.28% of the 13F portfolio, value $18,329,692.

    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 458,952 shares
    Change vs previous 13F +19,844 shares

    4.24% of the 13F portfolio, value $15,856,792.

    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 439,108 shares
    Change vs previous 13F +17,154 shares

    3.92% of the 13F portfolio, value $14,525,704.

    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 421,954 shares
    Change vs previous 13F +33,936 shares

    3.78% of the 13F portfolio, value $13,532,057.

    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 388,018 shares
    Change vs previous 13F +37,534 shares

    3.91% of the 13F portfolio, value $11,516,387.

    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 350,484 shares
    Change vs previous 13F +33,260 shares

    3.75% of the 13F portfolio, value $9,273,799.

    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 317,224 shares
    Change vs previous 13F +14,258 shares

    3.29% of the 13F portfolio, value $8,308,088.

    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 302,966 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $8,528,488.

    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).