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Disclosery

Straight Path Wealth Management: DFSD position timeline

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

Straight Path Wealth Management held 37,638 DFSD 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 37,638 shares
    Change vs previous 13F +22,646 shares

    0.42% of the 13F portfolio, value $1,797,208.

    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 14,992 shares
    Change vs previous 13F +1,598 shares

    0.19% of the 13F portfolio, value $717,811.

    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 13,394 shares
    Change vs previous 13F -150 shares

    0.17% of the 13F portfolio, value $642,236.

    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 13,544 shares
    Change vs previous 13F +6,283 shares

    0.18% of the 13F portfolio, value $652,679.

    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 7,261 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $348,586.

    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 7,260 shares
    Change vs previous 13F -1,692 shares

    0.14% of the 13F portfolio, value $345,007.

    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 8,952 shares
    Change vs previous 13F -566 shares

    0.17% of the 13F portfolio, value $419,670.

    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 9,518 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $454,389.

    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).