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Straight Path Wealth Management: IBHG position timeline

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

Straight Path Wealth Management held 135,333 IBHG 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 135,333 shares
    Change vs previous 13F +7,757 shares

    0.7% of the 13F portfolio, value $2,988,161.

    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 127,576 shares
    Change vs previous 13F +10,827 shares

    0.75% of the 13F portfolio, value $2,823,268.

    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 116,749 shares
    Change vs previous 13F +9,186 shares

    0.7% of the 13F portfolio, value $2,605,841.

    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 107,563 shares
    Change vs previous 13F +16,640 shares

    0.67% of the 13F portfolio, value $2,419,096.

    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 90,923 shares
    Change vs previous 13F +11,432 shares

    0.7% of the 13F portfolio, value $2,049,407.

    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 79,491 shares
    Change vs previous 13F +4,752 shares

    0.72% of the 13F portfolio, value $1,774,631.

    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 74,739 shares
    Change vs previous 13F +5,445 shares

    0.66% of the 13F portfolio, value $1,662,204.

    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 69,294 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,566,044.

    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).