Successful Portfolios LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1721780 CLEARWATER, FL

Position in IBKR

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

Position Value

$1,735,490

+$380,542 QoQ

Shares Held

19,939

-1.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#480

of 1,105 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Successful Portfolios LLC holds $2,433,667 across 4 Capital Markets names. IBKR ranks #1 (71.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	19,939	$1,735,490
2	GS	Goldman Sachs Group Inc	341	$344,877
3	VIRT	Virtu Financial, Inc.	3,720	$221,600
4	NMR	Nomura Holdings Inc	15,000	$131,700

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,735,490	19,939	-1.3%	Shares	Sole	2026-07-14
2026-03-31	$1,354,948	20,202	-0.5%	Shares	Sole	2026-04-13
2025-12-31	$1,305,493	20,300	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.