Position in IBKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,328,890
+$4,377,552 QoQ
Shares Held
245,047
-3.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
6.45%
of 13F equity value
Holder Rank
#155
of 1,105 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026O'Brien Greene & Co. Inc holds $25,894,459 across 3 Capital Markets names. IBKR ranks #1 (82.4% of the industry book) .
All Filings in IBKR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,328,890 | 245,047 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,951,338 | 252,741 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,675,775 | 259,303 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,450,369 | 268,135 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,608,387 | 281,689 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,043,029 | 72,728 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $13,411,195 | 75,911 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $11,388,220 | 81,718 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $10,602,570 | 86,481 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,727,818 | 87,081 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,141,835 | 86,150 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $7,402,611 | 85,520 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,991,835 | 84,168 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,715,166 | 57,112 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,103,113 | 56,712 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||