Westend Capital Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1331997
SAUSALITO, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,988
+$7,569 QoQ
Shares Held
379
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#961
of 1,105 holders
Holding Since
Dec 2025
3 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, 2026Westend Capital Management, LLC holds $98,443 across 4 Capital Markets names. IBKR ranks #2 (33.5% of the industry book) .
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,988 | 379 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $25,419 | 379 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $24,373 | 379 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||