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Disclosery

Straight Path Wealth Management: IBHH position timeline

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

Straight Path Wealth Management held 136,499 IBHH 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 136,499 shares
    Change vs previous 13F +8,379 shares

    0.75% of the 13F portfolio, value $3,207,731.

    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 128,120 shares
    Change vs previous 13F +7,726 shares

    0.8% of the 13F portfolio, value $3,006,988.

    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 120,394 shares
    Change vs previous 13F +9,880 shares

    0.77% of the 13F portfolio, value $2,850,334.

    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 110,514 shares
    Change vs previous 13F +19,066 shares

    0.74% of the 13F portfolio, value $2,636,864.

    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 91,448 shares
    Change vs previous 13F +10,278 shares

    0.74% of the 13F portfolio, value $2,170,049.

    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 81,170 shares
    Change vs previous 13F +17,935 shares

    0.77% of the 13F portfolio, value $1,896,127.

    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 63,235 shares
    Change vs previous 13F +21,891 shares

    0.58% of the 13F portfolio, value $1,477,724.

    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 41,344 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $983,987.

    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).