Retirement Planning Group, LLC
PensionPosition in IBKR — Interactive Brokers Group, Inc.
CIK 1508195
LEAWOOD, KS
Position in IBKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$214,901
New position
Shares Held
2,469
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#870
of 1,105 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Retirement Planning Group, LLC holds $3,673,676 across 6 Capital Markets names. IBKR ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
15,778 | $1,455,836 | |
| 2 | MS |
Morgan Stanley
|
3,968 | $829,470 | |
| 3 | GS |
Goldman Sachs Group Inc
|
616 | $623,003 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,825 | $514,066 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,469 | $214,901 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
10,000 | $36,400 |
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,901 | 2,469 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||