Coastline Trust Co

Bank

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1324279 PROVIDENCE, RI

Position in IBKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$29,593

+$6,790 QoQ

Shares Held

340

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#966

of 1,105 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Coastline Trust Co holds $10,587,766 across 5 Capital Markets names. IBKR ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	20,616	$4,309,568
2	GS	Goldman Sachs Group Inc	3,218	$3,254,588
3	SCHW	Schwab Charles Corp	26,421	$2,437,865
4	HOOD	Robinhood Markets, Inc.	5,546	$556,152
5	IBKR	Interactive Brokers Group, Inc. This page	340	$29,593

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,593	340	0.0%	Shares	Sole	2026-08-14
2026-03-31	$22,803	340	0.0%	Shares	Sole	2026-04-03
2025-12-31	$21,865	340	0.0%	Shares	Sole	2026-01-05
2025-09-30	$23,395	340	0.0%	Shares	Sole	2025-10-21
2025-06-30	$18,839	340	+300.0%	Shares	Sole	2025-07-17
2025-03-31	$14,075	85	0.0%	Shares	Sole	2025-04-28
2024-12-31	$15,016	85	0.0%	Shares	Sole	2025-02-13
2024-09-30	$11,845	85	—	Shares	Sole	2024-11-06
No filing history on record for this holder in this stock.