CWA Asset Management Group, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1667134 NAPLES, FL

Position in IBKR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$10,661,181

+$2,478,709 QoQ

Shares Held

122,486

+0.4% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#217

of 1,105 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CWA Asset Management Group, LLC holds $36,920,687 across 8 Capital Markets names. IBKR ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	16,397	$16,583,433
2	IBKR	Interactive Brokers Group, Inc. This page	122,486	$10,661,181
3	SCHW	Schwab Charles Corp	32,141	$2,965,650
4	FIGR	Figure Technology Solutions, Inc.	89,436	$2,746,579
5	MS	Morgan Stanley	10,565	$2,208,507
6	HOOD	Robinhood Markets, Inc.	13,783	$1,382,159
7	IREN	IREN Ltd	4,499	$205,739
8	BMNR	Bitmine Immersion Technologies, Inc.	12,580	$167,439

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,661,181	122,486	+0.4%	Shares	Sole	2026-07-14
2026-03-31	$8,182,472	121,999	-3.2%	Shares	Sole	2026-04-20
2025-12-31	$8,103,188	126,002	-3.3%	Shares	Sole	2026-01-07
2025-09-30	$8,965,392	130,292	+41.5%	Shares	Sole	2025-10-22
2025-06-30	$5,103,870	92,111	+283.6%	Shares	Sole	2025-07-17
2025-03-31	$3,976,147	24,012	-9.6%	Shares	Sole	2025-04-21
2024-12-31	$4,690,411	26,549	-5.8%	Shares	Sole	2025-01-06
2024-09-30	$3,929,533	28,197	-3.3%	Shares	Sole	2024-11-01
2024-03-31	$3,257,687	29,162	+710.1%	Shares	Sole	2024-05-13
2022-12-31	$260,460	3,600	—	Shares	Sole	2023-01-09
No filing history on record for this holder in this stock.