Position in IBKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,681,446
+$788,637 QoQ
Shares Held
53,785
-7.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#324
of 1,105 holders
Holding Since
Dec 2025
3 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, 2026Hedeker Wealth, LLC holds $10,282,045 across 2 Capital Markets names. IBKR ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
26,792 | $5,600,599 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
53,785 | $4,681,446 |
All Filings in IBKR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,681,446 | 53,785 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,892,809 | 58,041 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,823,381 | 28,353 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||