Ownership history in Straight Path Wealth Management · 13 quarters on record
This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in ROCKET LAB USA INC (RKLB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 18,200 | -2,300 | -11.2% | 0.34% | $1.3M | $69.76 |
| 2025 Q3 | REDUCED | 20,500 | -1,200 | -5.5% | 0.26% | $982K | $47.91 |
| 2025 Q3 | UNCHANGED | 21,700 | — | 0% | 0.28% | $1.0M | $47.91 |
| 2025 Q2 | ADDED | 21,700 | +1,000 | +4.8% | 0.26% | $776K | $35.77 |
| 2025 Q1 | REDUCED | 20,700 | -5,500 | -21.0% | 0.15% | $370K | $17.88 |
| 2024 Q4 | REDUCED | 26,200 | -1,500 | -5.4% | 0.26% | $667K | $25.47 |
| 2024 Q3 | REDUCED | 27,700 | -500 | -1.8% | 0.12% | $270K | $9.73 |
| 2024 Q2 | REDUCED | 28,200 | -20 | -0.1% | 0.07% | $135K | $4.80 |
| 2024 Q1 | UNCHANGED | 28,220 | — | 0% | 0.07% | $116K | $4.11 |
| 2023 Q4 | ADDED | 28,220 | +200 | +0.7% | 0.09% | $156K | $5.53 |
As of 2025 Q4 — sorted by position size