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Disclosery

Straight Path Wealth Management: IBDU position timeline

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

Straight Path Wealth Management held 30,178 IBDU 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 30,178 shares
    Change vs previous 13F +11,445 shares

    0.16% of the 13F portfolio, value $698,922.

    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 18,733 shares
    Change vs previous 13F +298 shares

    0.12% of the 13F portfolio, value $435,730.

    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 18,435 shares
    Change vs previous 13F +2,990 shares

    0.12% of the 13F portfolio, value $431,471.

    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 15,445 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $362,494.

    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 15,445 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $360,332.

    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 15,445 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $357,243.

    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 15,445 shares
    Change vs previous 13F +1,170 shares

    0.14% of the 13F portfolio, value $352,146.

    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 14,275 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $335,605.

    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).