Position in IBKR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$964,925
+$62,096 QoQ
Shares Held
11,086
-17.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#577
of 1,105 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LVW Advisors, LLC holds $6,225,700 across 6 Capital Markets names. IBKR ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,090 | $2,113,763 | |
| 2 | MS |
Morgan Stanley
|
8,532 | $1,783,529 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
11,086 | $964,925 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
2,084 | $587,021 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,747 | $530,275 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,455 | $246,187 |
All Filings in IBKR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,925 | 11,086 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $902,829 | 13,461 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $953,910 | 14,833 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,078,734 | 15,677 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $996,382 | 17,982 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,035,765 | 6,255 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,171,675 | 6,632 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $946,254 | 6,790 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $751,047 | 6,126 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $621,107 | 5,560 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $473,607 | 5,713 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $542,731 | 6,270 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $734,504 | 8,842 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $738,829 | 8,949 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $670,612 | 9,269 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $631,302 | 9,878 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $536,567 | 9,754 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $612,963 | 9,300 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $802,856 | 10,109 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $634,558 | 10,179 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $660,652 | 10,051 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $769,768 | 10,539 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $272,921 | 4,480 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $209,848 | 4,342 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||