ATTICUS WEALTH MANAGEMENT, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1800234 Palm Beach Gardens, FL

Position in IBKR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$420,316

+$100,460 QoQ

Shares Held

4,829

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#733

of 1,109 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ATTICUS WEALTH MANAGEMENT, LLC holds $2,426,102 across 3 Capital Markets names. IBKR ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	7,031	$1,469,760
2	GS	Goldman Sachs Group Inc	530	$536,026
3	IBKR	Interactive Brokers Group, Inc. This page	4,829	$420,316

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,316	4,829	+1.3%	Shares	Sole	2026-07-15
2026-03-31	$319,856	4,769	+0.1%	Shares	Sole	2026-04-28
2025-12-31	$306,437	4,765	+0.1%	Shares	Sole	2026-02-09
2025-09-30	$327,535	4,760	+93.8%	Shares	Sole	2025-11-07
2025-06-30	$136,086	2,456	—	Shares	Sole	2025-07-10
No filing history on record for this holder in this stock.