Straight Path Wealth Management
Position in IVR — Invesco Mortgage Capital Inc.
CIK 1902506
Jenison, MI
Position in IVR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$470,050
+$41,810 QoQ
Shares Held
59,500
+12.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#63
of 182 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Straight Path Wealth Management holds $470,050 across 1 REIT - Mortgage name. IVR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVR |
Invesco Mortgage Capital Inc.
This page
|
59,500 | $470,050 |
All Filings in IVR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,050 | 59,500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $428,240 | 53,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $437,320 | 52,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $385,560 | 51,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $274,400 | 35,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $197,250 | 25,000 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $201,250 | 25,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $234,750 | 25,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $234,250 | 25,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $242,000 | 25,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $221,500 | 25,000 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $290,290 | 29,000 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $332,630 | 29,000 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $321,610 | 29,000 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $127,300 | 10,000 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $125,400 | 55,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $83,400 | 30,000 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||