Position in IBKR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,392
+$386 QoQ
Shares Held
16
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,078
of 1,105 holders
Holding Since
Sep 2025
4 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 Advisors, LLC holds $28,150 across 5 Capital Markets names. IBKR ranks #5 (4.9% of the industry book) .
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,392 | 16 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,006 | 15 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $964 | 15 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $688 | 10 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||