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Straight Path Wealth Management: IBHJ position timeline

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

Straight Path Wealth Management held 74,169 IBHJ 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 74,169 shares
    Change vs previous 13F +217 shares

    0.46% of the 13F portfolio, value $1,962,878.

    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 73,952 shares
    Change vs previous 13F +2,826 shares

    0.52% of the 13F portfolio, value $1,939,020.

    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 71,126 shares
    Change vs previous 13F +6,853 shares

    0.51% of the 13F portfolio, value $1,892,626.

    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 64,273 shares
    Change vs previous 13F +12,764 shares

    0.48% of the 13F portfolio, value $1,722,507.

    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 51,509 shares
    Change vs previous 13F +8,213 shares

    0.47% of the 13F portfolio, value $1,372,203.

    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 43,296 shares
    Change vs previous 13F +4,776 shares

    0.46% of the 13F portfolio, value $1,129,631.

    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 38,520 shares
    Change vs previous 13F +4,428 shares

    0.4% of the 13F portfolio, value $1,002,868.

    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 34,092 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $916,001.

    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).