EverSource Wealth Advisors, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in IBKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$274,344
-$409,429 QoQ
Shares Held
3,152
-69.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#211
of 330 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $22,391,548 across 42 Capital Markets names. IBKR ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
94,096 | $9,435,941 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,796 | $4,850,526 | |
| 3 | MS |
Morgan Stanley
|
14,380 | $3,005,991 | |
| 4 | SCHW |
Schwab Charles Corp
|
15,136 | $1,396,594 | |
| 5 | EVR |
Evercore Inc.
|
2,263 | $772,674 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,565 | $344,040 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,460 | $322,865 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
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|
3,152 | $274,344 |
All Filings in IBKR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,344 | 3,152 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $683,773 | 10,195 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $711,328 | 11,061 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $519,445 | 7,549 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $544,955 | 9,835 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $478,222 | 2,888 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $504,215 | 2,854 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $404,561 | 2,903 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $351,492 | 2,867 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $342,055 | 3,062 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $265,942 | 3,208 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $287,898 | 3,326 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $357,283 | 4,301 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $359,630 | 4,356 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $315,518 | 4,361 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $497,027 | 7,777 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $482,052 | 8,763 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $570,121 | 8,650 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $316,091 | 3,980 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||