Curated Wealth Partners LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1781284
EL SEGUNDO, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$220,993
+$5,833 QoQ
Shares Held
2,539
-20.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#864
of 1,105 holders
Holding Since
Sep 2025
4 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, 2026Curated Wealth Partners LLC holds $1,875,616 across 5 Capital Markets names. IBKR ranks #5 (11.8% of the industry book) .
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,993 | 2,539 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $215,160 | 3,208 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $206,305 | 3,208 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $220,741 | 3,208 | Shares | Other | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||