Invesco Mortgage Capital shares owned by Straight Path Wealth Management
Quarter-by-quarter ownership of Invesco Mortgage Capital (IVR) shares owned by Straight Path Wealth Management
from 13F filings
Historical chart of Straight Path Wealth Management investment in Invesco Mortgage Capital
Tip: Access up to 7 years of quarterly data
All positions including Invesco Mortgage Capital held by Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco Mortgage Capital by Straight Path Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 51k | 7.56 |
| 2025-06-30 | $274k | 35k | 7.84 |
| 2025-03-31 | $197k | 25k | 7.89 |
| 2024-12-31 | $201k | 25k | 8.05 |
| 2024-09-30 | $235k | 25k | 9.39 |
| 2024-06-30 | $234k | 25k | 9.37 |
| 2024-03-31 | $242k | 25k | 9.68 |
| 2023-12-31 | $222k | 25k | 8.86 |
| 2023-09-30 | $290k | 29k | 10.01 |
| 2023-06-30 | $333k | 29k | 11.47 |
| 2023-03-31 | $322k | 29k | 11.09 |
| 2022-12-31 | $127k | 10k | 12.73 |
More positions owned by Straight Path Wealth Management
View all positions for Straight Path Wealth Management