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Straight Path Wealth Management: YMAX position timeline

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

Straight Path Wealth Management held 24,668 YMAX 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 24,668 shares
    Change vs previous 13F -4,640 shares

    0.05% of the 13F portfolio, value $199,320.

    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 29,308 shares
    Change vs previous 13F -349 shares

    0.06% of the 13F portfolio, value $229,481.

    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 29,657 shares
    Change vs previous 13F -8,507 shares

    0.08% of the 13F portfolio, value $295,978.

    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 38,164 shares
    Change vs previous 13F +3,273 shares

    0.14% of the 13F portfolio, value $488,885.

    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 34,891 shares
    Change vs previous 13F +2,471 shares

    0.16% of the 13F portfolio, value $480,095.

    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 32,420 shares
    Change vs previous 13F +5,729 shares

    0.18% of the 13F portfolio, value $433,129.

    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 26,691 shares
    Change vs previous 13F +5,800 shares

    0.18% of the 13F portfolio, value $452,416.

    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 20,891 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $372,478.

    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).