Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$491,153
+$227,225 QoQ
Shares Held
7,323
+78.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 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, 2026IEQ CAPITAL, LLC holds $236,183,794 across 21 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
609,846 | $61,155,356 | |
| 2 | GS |
Goldman Sachs Group Inc
|
41,734 | $42,208,515 | |
| 3 | EVR |
Evercore Inc.
|
94,525 | $32,274,616 | |
| 4 | SCHW |
Schwab Charles Corp
|
195,776 | $18,064,250 | |
| 5 | MS |
Morgan Stanley
|
77,021 | $16,100,469 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
305,363 | $15,262,042 | |
| 7 | IREN |
IREN Ltd
|
325,930 | $14,904,778 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
219,996 | $13,778,349 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $491,153 | 7,323 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $263,928 | 4,104 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $478,004 | 3,430 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||