Ownership history in D.A. DAVIDSON & CO. · 2 quarters on record
This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in UP FINTECH HLDG LTD (TIGR). 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 Q3 | ADDED | 27,000 | +7,500 | +38.5% | 0.00% | $288K | $10.67 |
| 2025 Q2 | INITIATED | 19,500 | — | — | 0.00% | $188K | $9.65 |
As of 2025 Q4 — sorted by position size