Straight Path Wealth Management

Business address
7699 Georgetown Center Dr, Jenison, MI, 49428
Top securities (13F)
DFAC, TSLA, DFIC, DFGP, MTUM, DFEM, IMTM, BSCS, BSCR, BSCQ, BSCP, DFAR, STIP, IVV, BSCT, BSCU, PLTR, BSCV, PJUL, and IBHF
State of incorporation
MI
Fiscal year end
31 December
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Straight Path Wealth Management has filed 18 SEC EDGAR filings since 26 Jan 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 03 Nov 2025 30 Sep 2025 028-21497
N-PX Open Document Open Filing 28 Aug 2025 30 Jun 2025 028-21497
13F-HR Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-21497
13F-HR Open Document Open Filing 28 Apr 2025 31 Mar 2025 028-21497
13F-HR Open Document Open Filing 06 Feb 2025 31 Dec 2024 028-21497
13F-HR Open Document Open Filing 06 Nov 2024 30 Sep 2024 028-21497
N-PX Open Document Open Filing 28 Aug 2024 30 Jun 2024 028-21497
13F-HR Open Document Open Filing 15 Aug 2024 30 Jun 2024 028-21497
13F-HR Open Document Open Filing 30 Apr 2024 31 Mar 2024 028-21497
13F-HR Open Document Open Filing 23 Jan 2024 31 Dec 2023 028-21497
13F-HR Open Document Open Filing 31 Oct 2023 30 Sep 2023 028-21497
13F-HR Open Document Open Filing 25 Jul 2023 30 Jun 2023 028-21497
13F-HR Open Document Open Filing 26 Apr 2023 31 Mar 2023 028-21497
13F-HR Open Document Open Filing 20 Jan 2023 31 Dec 2022 028-21497
13F-HR Open Document Open Filing 21 Oct 2022 30 Sep 2022 028-21497
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-21497
13F-HR Open Document Open Filing 29 Apr 2022 31 Mar 2022 028-21497
13F-HR Open Document Open Filing 26 Jan 2022 31 Dec 2021 028-21497