Aspen Grove Capital, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1806027 AVON, CO

Position in IBKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$326,487

+$60,823 QoQ

Shares Held

3,751

-5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#784

of 1,105 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aspen Grove Capital, LLC holds $4,742,645 across 4 Capital Markets names. IBKR ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	15,767	$3,295,933
2	HOOD	Robinhood Markets, Inc.	8,105	$812,769
3	IBKR	Interactive Brokers Group, Inc. This page	3,751	$326,487
4	GS	Goldman Sachs Group Inc	304	$307,456

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,487	3,751	-5.3%	Shares	Sole	2026-08-14
2026-03-31	$265,664	3,961	+17.3%	Shares	Sole	2026-05-14
2025-12-31	$217,174	3,377	+8.0%	Shares	Sole	2026-02-17
2025-09-30	$215,237	3,128	+98.5%	Shares	Sole	2025-11-14
2025-03-31	$260,969	1,576	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.