Roundview Capital LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1476804 PRINCETON, NJ

Position in IBKR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,597,009

+$831,808 QoQ

Shares Held

18,348

+60.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#492

of 1,105 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Roundview Capital LLC holds $14,942,921 across 5 Capital Markets names. IBKR ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,273	$9,378,434
2	SCHW	Schwab Charles Corp	27,397	$2,527,921
3	IBKR	Interactive Brokers Group, Inc. This page	18,348	$1,597,009
4	MS	Morgan Stanley	5,669	$1,185,047
5	HOOD	Robinhood Markets, Inc.	2,538	$254,510

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,597,009	18,348	+60.8%	Shares	Sole	2026-07-30
2026-03-31	$765,201	11,409	+72.2%	Shares	Sole	2026-05-08
2025-12-31	$426,118	6,626	-7.1%	Shares	Sole	2026-02-09
2025-09-30	$490,752	7,132	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.