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Disclosery

Straight Path Wealth Management: IBDT position timeline

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

Straight Path Wealth Management held 26,838 IBDT 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 26,838 shares
    Change vs previous 13F +5,750 shares

    0.16% of the 13F portfolio, value $677,660.

    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 21,088 shares
    Change vs previous 13F +832 shares

    0.14% of the 13F portfolio, value $534,159.

    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 20,256 shares
    Change vs previous 13F +1,598 shares

    0.14% of the 13F portfolio, value $515,619.

    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 18,658 shares
    Change vs previous 13F +9 shares

    0.13% of the 13F portfolio, value $476,151.

    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 18,649 shares
    Change vs previous 13F +15 shares

    0.16% of the 13F portfolio, value $474,050.

    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 18,634 shares
    Change vs previous 13F +3,563 shares

    0.19% of the 13F portfolio, value $470,704.

    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 15,071 shares
    Change vs previous 13F +1,825 shares

    0.15% of the 13F portfolio, value $375,265.

    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 13,246 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $338,177.

    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).