Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1510434
Seattle, WA
Position in IBKR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$808,514
+$182,550 QoQ
Shares Held
9,289
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#613
of 1,105 holders
Holding Since
Dec 2024
6 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $26,615,965 across 8 Capital Markets names. IBKR ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
125,674 | $11,595,939 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
19,016 | $5,356,426 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,639 | $4,691,744 | |
| 4 | MS |
Morgan Stanley
|
16,660 | $3,482,606 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
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|
9,289 | $808,514 | |
| 6 | EVR |
Evercore Inc.
|
847 | $289,199 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,260 | $226,632 | |
| 8 | NMR |
Nomura Holdings Inc
|
18,782 | $164,905 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,514 | 9,289 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $625,964 | 9,333 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $543,612 | 8,453 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $241,385 | 3,508 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $312,069 | 5,632 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $244,157 | 1,382 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||