Wellspring Financial Advisors, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1811308
CLEVELAND, OH
Position in IBKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,071,027
+$244,390 QoQ
Shares Held
12,305
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#561
of 1,105 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Wellspring Financial Advisors, LLC holds $5,908,102 across 4 Capital Markets names. IBKR ranks #2 (18.1% of the industry book) .
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,071,027 | 12,305 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $826,637 | 12,325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $440,909 | 6,856 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||