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Disclosery

Straight Path Wealth Management: STIP position timeline

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

Straight Path Wealth Management held 70,819 STIP 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 70,819 shares
    Change vs previous 13F +4,058 shares

    1.69% of the 13F portfolio, value $7,234,869.

    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 66,761 shares
    Change vs previous 13F +6,586 shares

    1.84% of the 13F portfolio, value $6,905,090.

    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 60,175 shares
    Change vs previous 13F +2,671 shares

    1.66% of the 13F portfolio, value $6,161,318.

    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 57,504 shares
    Change vs previous 13F +5,679 shares

    1.66% of the 13F portfolio, value $5,943,613.

    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 51,825 shares
    Change vs previous 13F +3,130 shares

    1.81% of the 13F portfolio, value $5,333,311.

    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 48,695 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $5,038,472.

    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).