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Disclosery

Straight Path Wealth Management: TUA position timeline

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

Straight Path Wealth Management held 31,697 TUA 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 31,697 shares
    Change vs previous 13F -750 shares

    0.15% of the 13F portfolio, value $647,411.

    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 32,447 shares
    Change vs previous 13F +1,000 shares

    0.18% of the 13F portfolio, value $684,632.

    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 31,447 shares
    Change vs previous 13F +1,635 shares

    0.19% of the 13F portfolio, value $688,784.

    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 29,812 shares
    Change vs previous 13F +229 shares

    0.18% of the 13F portfolio, value $651,988.

    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 29,583 shares
    Change vs previous 13F +1,700 shares

    0.22% of the 13F portfolio, value $651,713.

    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 27,883 shares
    Change vs previous 13F +2,583 shares

    0.25% of the 13F portfolio, value $612,590.

    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 25,300 shares
    Change vs previous 13F +7,575 shares

    0.21% of the 13F portfolio, value $536,866.

    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 17,725 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $407,498.

    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).