180 WEALTH ADVISORS, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1730817
FEDERAL WAY, WA
Position in IBKR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$552,268
+$160,647 QoQ
Shares Held
6,345
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#693
of 1,105 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $7,920,318 across 5 Capital Markets names. IBKR ranks #3 (7.0% of the industry book) .
All Filings in IBKR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,268 | 6,345 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $391,621 | 5,839 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $426,375 | 6,630 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $548,071 | 7,965 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $441,506 | 7,968 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $329,689 | 1,991 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $345,213 | 1,954 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $277,883 | 1,994 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $246,058 | 2,007 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $224,425 | 2,009 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||