Midwest Professional Planners, LTD.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1730575
WAUSAU, WI
Position in IBKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,973,370
+$645,519 QoQ
Shares Held
22,672
+14.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#461
of 1,106 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Midwest Professional Planners, LTD. holds $8,711,116 across 2 Capital Markets names. IBKR ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,662 | $6,737,746 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
22,672 | $1,973,370 |
All Filings in IBKR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,973,370 | 22,672 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,327,851 | 19,798 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $280,262 | 4,358 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $354,302 | 5,149 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $298,105 | 5,380 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $223,877 | 1,352 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $223,487 | 1,265 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||