Straight Path Wealth Management
Holdings in RILY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $192,871 | 41,300 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $89,700 | 15,000 | Shares | Sole | 2025-11-03 |
| 2025-09-30 | $59,800 | 10,000 | Shares | Sole | 2025-11-03 |
| 2025-09-30 | $539,994 | 90,300 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $268,785 | 90,500 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $361,845 | 93,500 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $382,347 | 83,300 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $443,625 | 84,500 | Shares | Sole | 2024-11-06 |
| 2024-06-30 | $1,146,600 | 65,000 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $1,634,324 | 77,200 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $730,452 | 34,800 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $738,598 | 18,019 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $896,610 | 19,500 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $641,614 | 22,600 | Shares | Sole | 2023-04-26 |
| 2022-12-31 | $755,820 | 22,100 | Shares | Sole | 2023-01-20 |
| 2022-09-30 | $939,372 | 21,100 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $891,475 | 21,100 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $1,091,376 | 15,600 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $364,326 | 4,100 | Shares | Sole | 2022-01-26 |