Skip to content
Disclosery

Straight Path Wealth Management: IVR position timeline

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

Straight Path Wealth Management held 59,500 IVR 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 59,500 shares
    Change vs previous 13F +6,500 shares

    0.11% of the 13F portfolio, value $470,050.

    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 53,000 shares
    Change vs previous 13F +1,000 shares

    0.11% of the 13F portfolio, value $428,240.

    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 52,000 shares
    Change vs previous 13F +1,000 shares

    0.12% of the 13F portfolio, value $437,320.

    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 51,000 shares
    Change vs previous 13F +16,000 shares

    0.11% of the 13F portfolio, value $385,560.

    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 35,000 shares
    Change vs previous 13F +10,000 shares

    0.09% of the 13F portfolio, value $274,400.

    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 25,000 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $197,250.

    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 25,000 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $201,250.

    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 25,000 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $234,750.

    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).