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Straight Path Wealth Management: IBHK position timeline

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

Straight Path Wealth Management held 65,230 IBHK 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 65,230 shares
    Change vs previous 13F +479 shares

    0.39% of the 13F portfolio, value $1,680,984.

    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 64,751 shares
    Change vs previous 13F +2,942 shares

    0.44% of the 13F portfolio, value $1,647,903.

    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 61,809 shares
    Change vs previous 13F +9,382 shares

    0.43% of the 13F portfolio, value $1,597,768.

    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 52,427 shares
    Change vs previous 13F +10,315 shares

    0.38% of the 13F portfolio, value $1,368,597.

    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 42,112 shares
    Change vs previous 13F +10,691 shares

    0.37% of the 13F portfolio, value $1,092,760.

    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 31,421 shares
    Change vs previous 13F +9,410 shares

    0.32% of the 13F portfolio, value $798,729.

    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 22,011 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $557,098.

    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).