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Disclosery

Straight Path Wealth Management: IBTH position timeline

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

Straight Path Wealth Management held 44,058 IBTH 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 44,058 shares
    Change vs previous 13F +708 shares

    0.23% of the 13F portfolio, value $985,577.

    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 43,350 shares
    Change vs previous 13F -305 shares

    0.26% of the 13F portfolio, value $972,340.

    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 43,655 shares
    Change vs previous 13F +17,679 shares

    0.26% of the 13F portfolio, value $980,928.

    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 25,976 shares
    Change vs previous 13F +3,200 shares

    0.16% of the 13F portfolio, value $584,980.

    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 22,776 shares
    Change vs previous 13F +1,309 shares

    0.17% of the 13F portfolio, value $512,232.

    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 21,467 shares
    Change vs previous 13F -1,473 shares

    0.19% of the 13F portfolio, value $481,290.

    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 22,940 shares
    Change vs previous 13F +2,299 shares

    0.2% of the 13F portfolio, value $509,195.

    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 20,641 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $467,209.

    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).