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Disclosery

Straight Path Wealth Management: IBTG position timeline

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

Straight Path Wealth Management held 35,770 IBTG 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 35,770 shares
    Change vs previous 13F -2,059 shares

    0.19% of the 13F portfolio, value $818,775.

    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 37,829 shares
    Change vs previous 13F -1,959 shares

    0.23% of the 13F portfolio, value $866,841.

    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 39,788 shares
    Change vs previous 13F +12,603 shares

    0.25% of the 13F portfolio, value $910,159.

    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 27,185 shares
    Change vs previous 13F +2,511 shares

    0.17% of the 13F portfolio, value $623,903.

    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 24,674 shares
    Change vs previous 13F +470 shares

    0.19% of the 13F portfolio, value $565,775.

    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 24,204 shares
    Change vs previous 13F +1,605 shares

    0.22% of the 13F portfolio, value $555,238.

    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 22,599 shares
    Change vs previous 13F +2,290 shares

    0.2% of the 13F portfolio, value $515,484.

    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 20,309 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $468,427.

    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).