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Disclosery

Straight Path Wealth Management: DFGP position timeline

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

Straight Path Wealth Management held 517,408 DFGP 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 517,408 shares
    Change vs previous 13F +28,509 shares

    6.59% of the 13F portfolio, value $28,178,024.

    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 488,899 shares
    Change vs previous 13F +53,257 shares

    7.05% of the 13F portfolio, value $26,395,644.

    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 435,642 shares
    Change vs previous 13F +24,901 shares

    6.35% of the 13F portfolio, value $23,555,150.

    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 410,741 shares
    Change vs previous 13F +19,464 shares

    6.37% of the 13F portfolio, value $22,824,898.

    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 391,277 shares
    Change vs previous 13F +11,936 shares

    7.24% of the 13F portfolio, value $21,320,704.

    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 379,341 shares
    Change vs previous 13F +12,439 shares

    8.2% of the 13F portfolio, value $20,268,190.

    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 366,902 shares
    Change vs previous 13F +12,938 shares

    7.67% of the 13F portfolio, value $19,383,433.

    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 353,964 shares
    Change vs previous 13F not available

    8.4% of the 13F portfolio, value $19,503,416.

    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).