Avion Wealth

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in IBKR

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$5,164

+$1,756 QoQ

Shares Held

+45.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Avion Wealth holds $149,872 across 21 Capital Markets names. IBKR ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	59	$49,913
2	MS	Morgan Stanley	235	$38,673
3	SCHW	Schwab Charles Corp	306	$28,757
4	HOOD	Robinhood Markets, Inc.	180	$12,474
5	IBKR	Interactive Brokers Group, Inc. This page	77	$5,164
6	CRCL	Circle Internet Group, Inc.	25	$2,385
7	SF	Stifel Financial Corp	27	$1,995
8	LPLA	LPL Financial Holdings Inc.	6	$1,804

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,164	77	+45.3%	Shares	Sole	2026-05-01
2025-12-31	$3,408	53	-11.7%	Shares	Sole	2026-01-23
2025-09-30	$4,128	60	+25.0%	Shares	Sole	2025-10-24
2025-06-30	$2,659	48	+2300.0%	Shares	Sole	2025-07-31
2025-03-31	$82	2	-89.5%	Shares	Sole	2025-05-09
2024-06-30	$582	19	0.0%	Shares	Sole	2024-07-26
2024-03-31	$530	19	0.0%	Shares	Sole	2024-05-03
2023-12-31	$393	19	-24.0%	Shares	Sole	2024-01-26
2023-09-30	$541	25	+31.6%	Shares	Sole	2023-10-20
2023-06-30	$394	19	0.0%	Shares	Sole	2023-07-14
2023-03-31	$392	19	0.0%	Shares	Sole	2023-05-05
2022-12-31	$343	19	0.0%	Shares	Sole	2023-01-30
2022-09-30	$303	19	0.0%	Shares	Sole	2022-10-31
2022-06-30	$261	19	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.