Position in IBKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$610,846
+$68,921 QoQ
Shares Held
7,018
-13.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#670
of 1,105 holders
Holding Since
Dec 2022
15 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, 2026WEALTH ALLIANCE, LLC holds $4,836,802 across 6 Capital Markets names. IBKR ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,655 | $1,673,817 | |
| 2 | SCHW |
Schwab Charles Corp
|
15,285 | $1,410,346 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
7,018 | $610,846 | |
| 4 | MS |
Morgan Stanley
|
1,958 | $409,300 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,430 | $402,802 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,458 | $329,691 |
All Filings in IBKR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,846 | 7,018 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $541,925 | 8,080 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $493,000 | 7,666 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $503,138 | 7,312 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $486,167 | 8,774 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $418,114 | 2,525 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $505,276 | 2,860 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $434,803 | 3,120 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $349,287 | 2,849 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $361,158 | 3,233 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $225,653 | 2,722 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $233,625 | 2,699 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $294,566 | 3,546 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $247,927 | 3,003 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $218,858 | 3,025 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||