HighMark Wealth Management LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1802451
ST. PAUL, MN
Position in IBKR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,822
-$7,093 QoQ
Shares Held
57
-71.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026HighMark Wealth Management LLC holds $1,248,149 across 10 Capital Markets names. IBKR ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PIPR |
Piper Sandler Companies
|
15,748 | $1,205,509 | |
| 2 | SCHW |
Schwab Charles Corp
|
152 | $14,284 | |
| 3 | GS |
Goldman Sachs Group Inc
|
9 | $7,613 | |
| 4 | DEFT |
Defi Technologies, Inc.
|
12,000 | $6,636 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
75 | $5,197 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
57 | $3,822 | |
| 7 | IREN |
IREN Ltd
|
75 | $2,571 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
160 | $1,977 |
All Filings in IBKR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,822 | 57 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $10,915 | 197 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,945 | 47 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,870 | 65 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,309 | 95 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,593 | 52 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,122 | 76 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,036 | 50 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,082 | 50 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $726 | 35 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $0 | 0 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $0 | 0 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $0 | 0 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $0 | 0 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $0 | 0 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $638 | 41 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $673 | 41 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $748 | 41 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $624 | 41 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $495 | 41 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $428 | 41 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $442 | 41 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||