Connecticut Wealth Management, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1689829 FARMINGTON, CT

Position in IBKR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$207,677

New position

Shares Held

2,386

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#882

of 1,105 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $1,821,495 across 3 Capital Markets names. IBKR ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,099	$1,111,495
2	MS	Morgan Stanley	2,403	$502,323
3	IBKR	Interactive Brokers Group, Inc. This page	2,386	$207,677

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,677	2,386	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.