Marks Group Wealth Management, Inc

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1802473 MINNETONKA, MN

Position in IBKR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,208,201

-$650,912 QoQ

Shares Held

13,881

-49.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#541

of 1,105 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $3,197,354 across 5 Capital Markets names. IBKR ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	13,881	$1,208,201
2	GS	Goldman Sachs Group Inc	939	$949,676
3	MS	Morgan Stanley	1,701	$355,576
4	LPLA	LPL Financial Holdings Inc.	1,231	$346,747
5	SCHW	Schwab Charles Corp	3,654	$337,154

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,208,201	13,881	-49.9%	Shares	Other	2026-07-28
2026-03-31	$1,859,113	27,719	-17.7%	Shares	Other	2026-05-05
2025-12-31	$2,166,217	33,684	-24.0%	Shares	Other	2026-02-11
2025-09-30	$3,049,865	44,323	-22.1%	Shares	Other	2025-11-10
2022-06-30	$3,128,198	56,866	+4.5%	Shares	Sole	2022-08-09
2022-03-31	$3,588,338	54,443	+10.8%	Shares	Sole	2022-05-10
2021-12-31	$3,903,413	49,149	+3.3%	Shares	Sole	2022-03-03
2021-09-30	$2,965,950	47,577	+4.8%	Shares	Sole	2021-11-15
2021-06-30	$2,982,630	45,377	+3.7%	Shares	Sole	2021-08-10
2021-03-31	$3,197,472	43,777	-27.3%	Shares	Sole	2021-05-17
2020-12-31	$3,667,932	60,209	+9.0%	Shares	Sole	2021-02-08
2020-09-30	$2,670,619	55,258	+0.5%	Shares	Sole	2020-11-10
2020-06-30	$2,295,929	54,966	+6.7%	Shares	Sole	2020-08-10
2020-03-31	$2,223,729	51,511	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.