Position in IBKR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$89,912
+$13,319 QoQ
Shares Held
1,033
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#919
of 1,105 holders
Holding Since
Mar 2024
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, 2026TOBAM holds $3,023,517 across 11 Capital Markets names. IBKR ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
5,013 | $1,412,061 | |
| 2 | GS |
Goldman Sachs Group Inc
|
320 | $323,638 | |
| 3 | MS |
Morgan Stanley
|
1,383 | $289,102 | |
| 4 | MARA |
MARA Holdings, Inc.
|
20,129 | $279,591 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
6,268 | $192,490 | |
| 6 | CLSK |
Cleanspark, Inc.
|
11,946 | $173,814 | |
| 7 | HUT |
Hut 8 Corp.
|
1,067 | $123,179 | |
| 8 | NAKA |
Nakamoto Inc.
|
25,481 | $100,649 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,912 | 1,033 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $76,593 | 1,142 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $30,354 | 472 | Shares | Sole | 2026-03-02 | |
| 2024-03-31 | $93,166 | 834 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||