Stocks
IBKR
BANK OF MONTREAL /CAN/

BANK OF MONTREAL /CAN/

CIK

0000927971

City

TORONTO

State / Country

Stock

IBKR — Interactive Brokers Group, Inc.

Holdings in IBKR

Position Over Time

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$41,384,126	643,510	+8.0%	Shares	Defined	2026-02-12
2025-09-30	$40,987,914	595,668	+3844.8%	Shares	Defined	2025-11-13
2025-09-30	$1,039,031	15,100	-84.9%	Shares	Defined	2025-11-13
2025-06-30	$5,554,683	100,247	+3480.2%	Shares	Defined	2025-08-05
2025-06-30	$155,148	2,800	-97.5%	Shares	Defined	2025-08-05
2025-06-30	$6,183,756	111,600	+327.8%	Shares	Defined	2025-08-05
2025-03-31	$1,080,059	26,090	-5.3%	Shares	Defined	2025-05-13
2024-12-31	$1,216,990	27,554	-8.3%	Shares	Defined	2025-02-13
2024-09-30	$1,046,557	30,039	-14.4%	Shares	Defined	2024-11-13
2024-06-30	$1,075,996	35,106	+301.7%	Shares	Defined	2024-08-14
2024-03-31	$244,058	8,739	-78.3%	Shares	Defined	2024-05-13
2023-12-31	$836,023	40,339	-11.4%	Shares	Defined	2024-02-08
2023-09-30	$985,440	45,538	-9.3%	Shares	Defined	2023-11-01
2023-06-30	$1,042,174	50,183	-21.8%	Shares	Defined	2023-08-02
2023-03-31	$1,324,362	64,165	+15.9%	Shares	Defined	2024-06-13
2022-12-31	$1,001,485	55,369	-13.2%	Shares	Defined	2023-02-01
2022-09-30	$1,019,427	63,804	+0.3%	Shares	Defined	2022-11-10
2022-06-30	$874,822	63,612	+14.0%	Shares	Defined	2022-08-11
2022-03-31	$919,328	55,793	-88.6%	Shares	Defined	2022-05-12
2021-12-31	$9,693,705	488,225	+79.5%	Shares	Defined	2022-02-11
2021-09-30	$4,238,105	271,935	-50.1%	Shares	Defined	2021-11-12
2021-06-30	$8,963,399	545,468	+9049.1%	Shares	Defined	2021-08-12
2021-03-31	$108,863	5,962	+15.3%	Shares	Defined	2021-05-13
2020-12-31	$78,721	5,169	+2.9%	Shares	Defined	2021-02-12
2020-09-30	$60,688	5,023	+0.0%	Shares	Defined	2020-11-12
2020-06-30	$52,429	5,021	+292.9%	Shares	Defined	2020-08-12
2020-03-31	$13,792	1,278	—	Shares	Defined	2020-05-13