Interactive Brokers shares owned by Rise Advisors
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in Interactive Brokers
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All positions including Interactive Brokers held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Interactive Brokers by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59k | 863 | 68.80 |
| 2025-06-30 | $48k | 862 | 55.39 |
| 2024-12-31 | $47k | 266 | 176.47 |
| 2024-09-30 | $37k | 265 | 139.53 |
| 2024-06-30 | $33k | 265 | 122.50 |
| 2024-03-31 | $30k | 264 | 111.81 |