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Up Fintech Hldg shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Up Fintech Hldg (TIGR) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Up Fintech Hldg

Tip: Access up to 7 years of quarterly data

All positions including Up Fintech Hldg held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Up Fintech Hldg by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.8k 1.3k 4.40
2025-09-30 $371k 35k 10.67
2025-06-30 $363k 38k 9.65