Position in IBKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$600,924
+$137,873 QoQ
Shares Held
6,904
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#674
of 1,105 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LEUTHOLD GROUP, LLC holds $2,601,804 across 3 Capital Markets names. IBKR ranks #3 (23.1% of the industry book) .
All Filings in IBKR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,924 | 6,904 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $463,051 | 6,904 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $457,244 | 7,110 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $488,551 | 7,100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $393,411 | 7,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $293,922 | 1,775 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $324,189 | 1,835 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $262,136 | 1,881 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $234,288 | 1,911 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||