Private Advisory Group LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1632965
REDMOND, WA
Position in IBKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,551,575
+$593,883 QoQ
Shares Held
17,826
+24.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#503
of 1,105 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 88%
Shared 0%
None 11%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Private Advisory Group LLC holds $14,260,016 across 4 Capital Markets names. IBKR ranks #2 (10.9% of the industry book) .
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,551,575 | 17,826 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $957,692 | 14,279 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $873,394 | 13,581 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $961,344 | 13,971 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,183,502 | 21,359 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $423,413 | 2,557 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,090,407 | 6,172 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||