Skip to content
Disclosery

Straight Path Wealth Management: PHYS position timeline

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

Straight Path Wealth Management held 21,050 PHYS 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 21,050 shares
    Change vs previous 13F -5,094 shares

    0.15% of the 13F portfolio, value $635,079.

    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 26,144 shares
    Change vs previous 13F -2,000 shares

    0.25% of the 13F portfolio, value $926,543.

    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 28,144 shares
    Change vs previous 13F -1,250 shares

    0.25% of the 13F portfolio, value $929,315.

    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 29,394 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $870,650.

    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 29,394 shares
    Change vs previous 13F +1,100 shares

    0.25% of the 13F portfolio, value $745,138.

    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 28,294 shares
    Change vs previous 13F -8,156 shares

    0.28% of the 13F portfolio, value $680,754.

    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 36,450 shares
    Change vs previous 13F +1,500 shares

    0.29% of the 13F portfolio, value $734,103.

    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 34,950 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $712,281.

    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).