Measured Wealth Private Client Group, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1720235 PORTSMOUTH, NH

Position in IBKR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$917,227

+$185,628 QoQ

Shares Held

10,538

-3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#589

of 1,105 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $1,417,532 across 5 Capital Markets names. IBKR ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	10,538	$917,227
2	MS	Morgan Stanley	2,103	$439,611
3	GS	Goldman Sachs Group Inc	59	$59,670
4	VIRT	Virtu Financial, Inc.	17	$1,012
5	SF	Stifel Financial Corp	0	$12

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$917,227	10,538	-3.4%	Shares	Sole	2026-08-10
2026-03-31	$731,599	10,908	-8.0%	Shares	Sole	2026-05-13
2025-12-31	$762,652	11,859	+3.8%	Shares	Sole	2026-02-10
2025-09-30	$786,085	11,424	-11.3%	Shares	Sole	2025-11-14
2025-06-30	$713,459	12,876	+327.5%	Shares	Sole	2025-08-13
2025-03-31	$498,757	3,012	+4.4%	Shares	Sole	2025-05-12
2024-12-31	$509,692	2,885	-13.3%	Shares	Sole	2025-01-27
2024-09-30	$463,650	3,327	-10.5%	Shares	Sole	2024-10-28
2024-06-30	$455,826	3,718	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.