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Straight Path Wealth Management

SEC CIK
0001902506
Latest filing
Jul 27, 2026

FRG holding history

Franchise Group, Inc. in every 13F filed by Straight Path Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FRG overviewAll 13F holders of FRGFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2022
Holdings of FRG by Straight Path Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−25,100−100.0%Sold outHolders
Q2 202325,100$718.9K0.5%−100−0.4%ReducedHolders
Q1 202325,200$686.7K0.5%+25,200NewHolders
Q3 20220$00.0%−8,200−100.0%Sold outHolders
Q2 20228,200$288.0K0.3%00.0%UnchangedHolders
Q1 20228,200$340.0K0.3%+8,200NewHolders