Formidable Asset Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1592613
CINCINNATI, OH
Position in IBKR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$768,215
-$92,024 QoQ
Shares Held
8,826
-31.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#625
of 1,105 holders
Holding Since
Jun 2023
13 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, 2026Formidable Asset Management, LLC holds $2,861,135 across 3 Capital Markets names. IBKR ranks #2 (26.9% of the industry book) .
All Filings in IBKR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,215 | 8,826 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $860,239 | 12,826 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $854,294 | 13,284 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $914,072 | 13,284 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $736,066 | 13,284 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $852,457 | 5,148 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $842,539 | 4,769 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $765,783 | 5,495 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $695,264 | 5,671 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $771,245 | 6,904 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $767,488 | 9,258 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $820,848 | 9,483 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $787,752 | 9,483 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||