W.G. Shaheen & Associates DBA Whitney & Co
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1577001
ROCHESTER, NY
Position in IBKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,843,197
+$4,007,542 QoQ
Shares Held
193,511
+1.1% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#180
of 1,109 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $48,104,777 across 4 Capital Markets names. IBKR ranks #2 (35.0% of the industry book) .
All Filings in IBKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,843,197 | 193,511 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,835,655 | 191,377 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,183,529 | 189,450 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,974,538 | 188,556 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,393,863 | 187,581 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,713,182 | 46,580 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,686,462 | 54,828 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,462,031 | 53,545 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,436,254 | 52,498 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,587,175 | 50,015 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||