Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,290,019
+$403,153 QoQ
Shares Held
14,821
+12.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.47%
of 13F equity value
Holder Rank
#528
of 1,105 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STRAIGHTLINE GROUP LLC holds $1,290,019 across 1 Capital Markets name. IBKR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
14,821 | $1,290,019 |
All Filings in IBKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,290,019 | 14,821 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $886,866 | 13,223 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $896,481 | 13,940 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $937,605 | 13,626 | Shares | Other | 2025-11-06 | |
| 2024-12-31 | $568,347 | 3,217 | Shares | Other | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||