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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: UPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC on UPST, newest first. How the timeline and the estimate are built.

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC held 28,120 UPST shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,120 shares
    Change vs previous 13F +2,061 shares

    0.06% of the 13F portfolio, value $1,005,009.

    13F-HR 0001420506-26-001267 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,059 shares
    Change vs previous 13F +5,755 shares

    0.05% of the 13F portfolio, value $660,856.

    13F-HR 0001420506-26-000777 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,304 shares
    Change vs previous 13F +7,375 shares

    0.06% of the 13F portfolio, value $887,894.

    13F-HR 0001420506-26-000135 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,929 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $880,982.

    13F-HR 0001420506-25-002953 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,929 shares
    Change vs previous 13F +299 shares

    0.07% of the 13F portfolio, value $836,248.

    13F-HR 0001420506-25-001602 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,630 shares
    Change vs previous 13F +7,076 shares

    0.05% of the 13F portfolio, value $581,359.

    13F-HR 0001420506-25-000802 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,554 shares
    Change vs previous 13F -227,704 shares

    0.03% of the 13F portfolio, value $337,683.

    13F-HR 0001420506-25-000010 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 233,258 shares
    Change vs previous 13F not available

    13F-HR 0001420506-24-002166 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).