Lloyd Advisory Services, LLC.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1802474 SUWANEE, GA

Position in IBKR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$24,719

-$8,079 QoQ

Shares Held

284

-44.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#973

of 1,105 holders

Holding Since

Sep 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $34,316 across 4 Capital Markets names. IBKR ranks #1 (72.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	284	$24,719
2	GS	Goldman Sachs Group Inc	4	$4,045
3	SCHW	Schwab Charles Corp	33	$3,044
4	MS	Morgan Stanley	12	$2,508

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,719	284	-44.3%	Shares	Sole	2026-08-07
2025-12-31	$32,798	510	-94.1%	Shares	Sole	2026-02-06
2023-09-30	$747,445	8,635	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.