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Disclosery

Straight Path Wealth Management: DFIC position timeline

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

Straight Path Wealth Management held 1,061,732 DFIC 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 1,061,732 shares
    Change vs previous 13F +18,225 shares

    9.25% of the 13F portfolio, value $39,560,140.

    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 1,043,507 shares
    Change vs previous 13F +49,502 shares

    9.9% of the 13F portfolio, value $37,075,800.

    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 994,005 shares
    Change vs previous 13F +44,403 shares

    9.24% of the 13F portfolio, value $34,253,423.

    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 949,602 shares
    Change vs previous 13F +72,178 shares

    8.69% of the 13F portfolio, value $31,137,462.

    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 877,424 shares
    Change vs previous 13F +60,104 shares

    9.26% of the 13F portfolio, value $27,279,112.

    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 817,320 shares
    Change vs previous 13F +68,549 shares

    9.18% of the 13F portfolio, value $22,696,966.

    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 748,771 shares
    Change vs previous 13F +58,908 shares

    7.65% of the 13F portfolio, value $19,351,979.

    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 689,863 shares
    Change vs previous 13F not available

    8.36% of the 13F portfolio, value $19,412,738.

    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).