IBEX WEALTH ADVISORS

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1686242 BEDMINSTER, NJ

Position in IBKR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,237,568

+$3,523,605 QoQ

Shares Held

163,575

+2.4% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#189

of 1,105 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $42,112,291 across 4 Capital Markets names. IBKR ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	163,575	$14,237,568
2	SNEX	StoneX Group Inc.	155,210	$12,261,550
3	GS	Goldman Sachs Group Inc	8,256	$8,349,870
4	MS	Morgan Stanley	34,746	$7,263,303

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,237,568	163,575	+2.4%	Shares	Sole	2026-07-27
2026-03-31	$10,713,963	159,743	+3.4%	Shares	Sole	2026-04-30
2025-12-31	$9,935,380	154,492	+5.6%	Shares	Sole	2026-02-17
2025-09-30	$10,070,549	146,353	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$7,851,929	141,706	+309.0%	Shares	Sole	2025-08-07
2025-03-31	$5,736,534	34,643	+11.2%	Shares	Sole	2025-04-15
2024-12-31	$5,502,917	31,148	+16.9%	Shares	Sole	2025-01-23
2024-06-30	$3,266,799	26,646	+592.6%	Shares	Sole	2024-08-06
2021-12-31	$305,528	3,847	—	Shares	Sole	2022-02-22
No filing history on record for this holder in this stock.