Skip to content
Disclosery

Straight Path Wealth Management: IBHL position timeline

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

Straight Path Wealth Management held 49,163 IBHL 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 49,163 shares
    Change vs previous 13F +1,224 shares

    0.29% of the 13F portfolio, value $1,249,487.

    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 47,939 shares
    Change vs previous 13F +5,276 shares

    0.32% of the 13F portfolio, value $1,210,461.

    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 42,663 shares
    Change vs previous 13F +31,436 shares

    0.3% of the 13F portfolio, value $1,097,678.

    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 11,227 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $289,769.

    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).