IMA Advisory Services, Inc.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1455495
DENVER, CO
Position in IBKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$42,649
+$11,127 QoQ
Shares Held
490
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#950
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, 2026IMA Advisory Services, Inc. holds $1,451,677 across 11 Capital Markets names. IBKR ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,281 | $476,820 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,287 | $329,620 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,313 | $305,690 | |
| 4 | GS |
Goldman Sachs Group Inc
|
246 | $248,797 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
490 | $42,649 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
2,800 | $37,268 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
82 | $4,884 | |
| 8 | SF |
Stifel Financial Corp
|
58 | $4,046 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,649 | 490 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $31,522 | 470 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,261 | 455 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $19,060 | 277 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||