N.E.W. Advisory Services LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1803456
DE PERE, WI
Position in IBKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$56,227
+$13,839 QoQ
Shares Held
646
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#941
of 1,105 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,608,671 across 11 Capital Markets names. IBKR ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,677 | $800,626 | |
| 2 | MS |
Morgan Stanley
|
2,602 | $543,922 | |
| 3 | GS |
Goldman Sachs Group Inc
|
96 | $97,091 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
646 | $56,227 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
366 | $36,702 | |
| 6 | WULF |
Terawulf Inc.
|
920 | $22,724 | |
| 7 | IREN |
IREN Ltd
|
490 | $22,407 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
54 | $15,210 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,227 | 646 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $42,388 | 632 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $40,643 | 632 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $43,487 | 632 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $35,019 | 632 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $26,163 | 158 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||