DUMONT & BLAKE INVESTMENT ADVISORS LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1287618
PRINCETON, NJ
Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,564,807
+$454,987 QoQ
Shares Held
29,467
-6.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#417
of 1,105 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $5,678,181 across 3 Capital Markets names. IBKR ranks #1 (45.2% 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 | $2,564,807 | 29,467 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,109,820 | 31,457 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,072,068 | 32,220 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,226,966 | 32,364 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,808,360 | 32,636 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,329,190 | 8,027 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,678,011 | 9,498 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,334,232 | 9,574 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,334,058 | 19,038 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||