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Disclosery

Straight Path Wealth Management: IVV position timeline

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

Straight Path Wealth Management held 7,400 IVV 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 7,400 shares
    Change vs previous 13F +910 shares

    1.3% of the 13F portfolio, value $5,541,545.

    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 6,490 shares
    Change vs previous 13F +16 shares

    1.13% of the 13F portfolio, value $4,239,623.

    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 6,474 shares
    Change vs previous 13F +9 shares

    1.2% of the 13F portfolio, value $4,434,450.

    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 6,465 shares
    Change vs previous 13F +18 shares

    1.21% of the 13F portfolio, value $4,327,151.

    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 6,447 shares
    Change vs previous 13F +18 shares

    1.36% of the 13F portfolio, value $4,003,201.

    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 6,429 shares
    Change vs previous 13F -208 shares

    1.46% of the 13F portfolio, value $3,612,447.

    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 6,637 shares
    Change vs previous 13F +29 shares

    1.55% of the 13F portfolio, value $3,907,162.

    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 6,608 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,811,656.

    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).