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Straight Path Wealth Management: IBD position timeline

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

Straight Path Wealth Management held 10,898 IBD 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 10,898 shares
    Change vs previous 13F -8,692 shares

    0.06% of the 13F portfolio, value $259,045.

    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 19,590 shares
    Change vs previous 13F -39 shares

    0.12% of the 13F portfolio, value $467,359.

    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 19,629 shares
    Change vs previous 13F +13,129 shares

    0.13% of the 13F portfolio, value $475,022.

    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 6,500 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $320,374.

    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).