Insight Wealth Strategies, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1749914 SAN RAMON, CA

Position in IBKR

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,660,989

+$717,019 QoQ

Shares Held

42,061

-4.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#360

of 1,105 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Insight Wealth Strategies, LLC holds $3,660,989 across 1 Capital Markets name. IBKR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBKR	Interactive Brokers Group, Inc. This page	42,061	$3,660,989

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,660,989	42,061	-4.2%	Shares	Sole	2026-07-10
2026-03-31	$2,943,970	43,894	+1.4%	Shares	Sole	2026-04-10
2025-12-31	$2,784,944	43,305	+1.2%	Shares	Sole	2026-01-02
2025-09-30	$2,943,278	42,774	-7.6%	Shares	Sole	2025-10-06
2025-06-30	$2,563,986	46,273	+219.6%	Shares	Sole	2025-07-07
2025-03-31	$2,397,577	14,479	-4.1%	Shares	Sole	2025-04-03
2024-12-31	$2,668,070	15,102	-19.2%	Shares	Sole	2025-01-06
2024-09-30	$2,604,080	18,686	+0.7%	Shares	Sole	2024-10-07
2024-06-30	$2,275,578	18,561	-0.0%	Shares	Sole	2024-07-08
2024-03-31	$2,074,119	18,567	-10.9%	Shares	Sole	2024-04-05
2023-12-31	$1,727,553	20,839	+6.0%	Shares	Sole	2024-01-12
2023-09-30	$1,702,462	19,668	+8.1%	Shares	Sole	2023-10-13
2023-06-30	$1,510,711	18,186	+0.1%	Shares	Sole	2023-07-14
2023-03-31	$1,500,032	18,169	+0.6%	Shares	Sole	2023-04-06
2022-12-31	$1,307,075	18,066	—	Shares	Sole	2023-01-06
No filing history on record for this holder in this stock.