Legacy Financial Advisors, Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1730810 COVINGTON, KY

Position in IBKR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$262,164

+$55,991 QoQ

Shares Held

3,012

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#816

of 1,105 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $5,052,745 across 5 Capital Markets names. IBKR ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,757	$1,776,977
2	MS	Morgan Stanley	6,449	$1,348,098
3	SCHW	Schwab Charles Corp	13,756	$1,269,266
4	CLSK	Cleanspark, Inc.	27,233	$396,240
5	IBKR	Interactive Brokers Group, Inc. This page	3,012	$262,164

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,164	3,012	-2.0%	Shares	Sole	2026-08-05
2026-03-31	$206,173	3,074	-15.7%	Shares	Sole	2026-04-30
2025-06-30	$202,135	3,648	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.