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Disclosery

Straight Path Wealth Management: IBTI position timeline

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

Straight Path Wealth Management held 32,322 IBTI 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 32,322 shares
    Change vs previous 13F +853 shares

    0.17% of the 13F portfolio, value $715,609.

    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 31,469 shares
    Change vs previous 13F -653 shares

    0.19% of the 13F portfolio, value $701,224.

    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 32,122 shares
    Change vs previous 13F +7,479 shares

    0.19% of the 13F portfolio, value $718,409.

    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 24,643 shares
    Change vs previous 13F +2,383 shares

    0.15% of the 13F portfolio, value $551,634.

    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 22,260 shares
    Change vs previous 13F +1,266 shares

    0.17% of the 13F portfolio, value $497,734.

    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 20,994 shares
    Change vs previous 13F -234 shares

    0.19% of the 13F portfolio, value $467,117.

    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 21,228 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $464,979.

    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).