Position in IBKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$690,016
+$290,394 QoQ
Shares Held
10,288
+65.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CWM, LLC holds $141,422,570 across 45 Capital Markets names. IBKR ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
213,933 | $35,206,953 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,162 | $33,130,660 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
73,978 | $12,204,890 | |
| 4 | EVR |
Evercore Inc.
|
39,349 | $11,746,069 | |
| 5 | SCHW |
Schwab Charles Corp
|
119,975 | $11,275,250 | |
| 6 | SF |
Stifel Financial Corp
|
140,171 | $10,361,440 | |
| 7 | TW |
Tradeweb Markets Inc.
|
68,901 | $8,106,891 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
118,246 | $4,880,012 |
All Filings in IBKR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $690,016 | 10,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $399,622 | 6,214 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $314,255 | 4,567 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $240,368 | 4,338 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $175,856 | 1,062 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $175,963 | 996 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $140,196 | 1,006 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $137,557 | 1,122 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $118,412 | 1,060 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $66,983 | 808 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $99,630 | 1,151 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $73,766 | 888 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $69,020 | 836 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $54,986 | 760 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $50,297 | 787 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $35,921 | 653 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $18,125 | 275 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,653 | 46 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $6,835 | 104 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $7,596 | 104 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $6,335 | 104 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $5,026 | 104 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $4,344 | 104 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $4,489 | 104 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||