LFA - Lugano Financial Advisors SA »

Interactive Brokers shares owned by LFA - Lugano Financial Advisors SA

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by LFA - Lugano Financial Advisors SA from 13F filings

Historical chart of LFA - Lugano Financial Advisors SA investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by LFA - Lugano Financial Advisors SA consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Interactive Brokers by LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 576 68.81
2025-06-30 $32k 576 55.41

More positions owned by LFA - Lugano Financial Advisors SA

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Bloomberg Intl (IBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ibonds Dec 29 (IBDU)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for LFA - Lugano Financial Advisors SA

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
Cantillon Capital Mgnt
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Greenwich Wealth Management
Geode Capital Management
Orbis Allan Gray
Jpmorgan Chase & Co
Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers