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Disclosery

Straight Path Wealth Management: IBHF position timeline

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

Straight Path Wealth Management held 124,858 IBHF 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 124,858 shares
    Change vs previous 13F +6,677 shares

    0.66% of the 13F portfolio, value $2,828,032.

    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 118,181 shares
    Change vs previous 13F +649 shares

    0.72% of the 13F portfolio, value $2,712,247.

    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 117,532 shares
    Change vs previous 13F +2,800 shares

    0.73% of the 13F portfolio, value $2,712,641.

    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 114,732 shares
    Change vs previous 13F +14,939 shares

    0.75% of the 13F portfolio, value $2,683,583.

    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 99,793 shares
    Change vs previous 13F +10,778 shares

    0.79% of the 13F portfolio, value $2,318,200.

    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 89,015 shares
    Change vs previous 13F +6,027 shares

    0.84% of the 13F portfolio, value $2,066,919.

    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 82,988 shares
    Change vs previous 13F +9,575 shares

    0.76% of the 13F portfolio, value $1,921,180.

    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 73,413 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,718,598.

    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).