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Disclosery

Straight Path Wealth Management: IBDR position timeline

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

Straight Path Wealth Management held 39,906 IBDR 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 39,906 shares
    Change vs previous 13F +5,483 shares

    0.23% of the 13F portfolio, value $966,930.

    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 34,423 shares
    Change vs previous 13F +459 shares

    0.22% of the 13F portfolio, value $834,411.

    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 33,964 shares
    Change vs previous 13F +5,942 shares

    0.22% of the 13F portfolio, value $822,956.

    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 28,022 shares
    Change vs previous 13F -411 shares

    0.19% of the 13F portfolio, value $680,934.

    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 28,433 shares
    Change vs previous 13F +85 shares

    0.23% of the 13F portfolio, value $689,499.

    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 28,348 shares
    Change vs previous 13F +3,111 shares

    0.28% of the 13F portfolio, value $686,315.

    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 25,237 shares
    Change vs previous 13F +3,735 shares

    0.24% of the 13F portfolio, value $607,453.

    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 21,502 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $522,500.

    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).