Delta Investment Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1757043
SAN FRANCISCO, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,384,023
+$386,357 QoQ
Shares Held
15,901
+6.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#520
of 1,105 holders
Holding Since
Sep 2024
8 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, 2026Delta Investment Management, LLC holds $3,118,126 across 4 Capital Markets names. IBKR ranks #1 (44.4% of the industry book) .
All Filings in IBKR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,023 | 15,901 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $997,666 | 14,875 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $965,871 | 15,019 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,041,989 | 15,143 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $806,547 | 14,556 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $676,435 | 4,085 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $675,586 | 3,824 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $515,632 | 3,700 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||