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Disclosery

Straight Path Wealth Management: IBHI position timeline

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

Straight Path Wealth Management held 128,362 IBHI 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 128,362 shares
    Change vs previous 13F +11,814 shares

    0.7% of the 13F portfolio, value $3,002,384.

    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 116,548 shares
    Change vs previous 13F +6,550 shares

    0.72% of the 13F portfolio, value $2,713,589.

    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 109,998 shares
    Change vs previous 13F +32,627 shares

    0.7% of the 13F portfolio, value $2,599,261.

    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 77,371 shares
    Change vs previous 13F +16,308 shares

    0.51% of the 13F portfolio, value $1,845,306.

    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 61,063 shares
    Change vs previous 13F +9,236 shares

    0.49% of the 13F portfolio, value $1,446,585.

    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 51,827 shares
    Change vs previous 13F +5,139 shares

    0.49% of the 13F portfolio, value $1,203,417.

    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 46,688 shares
    Change vs previous 13F +6,858 shares

    0.43% of the 13F portfolio, value $1,094,834.

    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 39,830 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $952,773.

    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).