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Disclosery

Straight Path Wealth Management: IAPR position timeline

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

Straight Path Wealth Management held 15,800 IAPR 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 15,800 shares
    Change vs previous 13F +445 shares

    0.12% of the 13F portfolio, value $524,718.

    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 15,355 shares
    Change vs previous 13F +435 shares

    0.13% of the 13F portfolio, value $486,293.

    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 14,920 shares
    Change vs previous 13F +381 shares

    0.12% of the 13F portfolio, value $460,133.

    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 14,539 shares
    Change vs previous 13F +390 shares

    0.12% of the 13F portfolio, value $437,172.

    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 14,149 shares
    Change vs previous 13F +763 shares

    0.14% of the 13F portfolio, value $413,717.

    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 13,386 shares
    Change vs previous 13F -1,892 shares

    0.15% of the 13F portfolio, value $368,650.

    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 15,278 shares
    Change vs previous 13F +410 shares

    0.16% of the 13F portfolio, value $407,892.

    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 14,868 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $422,473.

    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).