Leeward Financial Partners, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1735201
Bellevue, WA
Position in IBKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$481,070
+$108,430 QoQ
Shares Held
5,527
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#707
of 1,105 holders
Holding Since
Jun 2023
11 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, 2026Leeward Financial Partners, LLC holds $9,103,777 across 3 Capital Markets names. IBKR ranks #2 (5.3% of the industry book) .
All Filings in IBKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,070 | 5,527 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $372,640 | 5,556 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $367,917 | 5,721 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $466,875 | 6,785 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $263,807 | 4,761 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $227,023 | 1,371 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $242,214 | 1,371 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $231,337 | 1,660 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $200,451 | 1,635 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $245,311 | 2,834 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $235,420 | 2,834 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||