LFA - Lugano Financial Advisors SA
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1737871
LUGANO, V8
Position in IBKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$50,135
+$11,503 QoQ
Shares Held
576
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#944
of 1,105 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LFA - Lugano Financial Advisors SA holds $144,636 across 3 Capital Markets names. IBKR ranks #2 (34.7% of the industry book) .
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,135 | 576 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $38,632 | 576 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $37,042 | 576 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $39,634 | 576 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,916 | 576 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||