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Interactive Brokers shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 3.2k 64.31
2025-09-30 $221k 3.2k 68.81

More positions owned by Curated Wealth Partners

Apollo Global Mgmt (APO)
Ares Management Corporation Cl A Com Stk (ARES)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Advisors Inner Circle Fd Iii Rayliant Wilshir (RWEM)
Diamond Hill Funds Large Cap Concen (DHLX)
Terex Corporation (TEX)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 2000 Grw Etf (IWO)
Amazon (AMZN)

View all positions for Curated Wealth Partners

Top funds holding Interactive Brokers

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Invesco
Norges Bank Investment Management
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FMR
London & Capital Asset Management

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