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Straight Path Wealth Management: IMTM position timeline

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

Straight Path Wealth Management held 298,739 IMTM 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 298,739 shares
    Change vs previous 13F +3,799 shares

    3.72% of the 13F portfolio, value $15,931,776.

    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 294,940 shares
    Change vs previous 13F +12,212 shares

    3.78% of the 13F portfolio, value $14,163,019.

    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 282,728 shares
    Change vs previous 13F +10,010 shares

    3.66% of the 13F portfolio, value $13,562,457.

    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 272,718 shares
    Change vs previous 13F +15,492 shares

    3.64% of the 13F portfolio, value $13,057,760.

    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 257,226 shares
    Change vs previous 13F +9,828 shares

    3.99% of the 13F portfolio, value $11,752,643.

    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 247,398 shares
    Change vs previous 13F +12,657 shares

    4% of the 13F portfolio, value $9,881,073.

    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 234,741 shares
    Change vs previous 13F +8,899 shares

    3.47% of the 13F portfolio, value $8,779,309.

    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 225,842 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $9,119,508.

    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).