Rosenberg Matthew Hamilton
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1812103
GRAND JUNCTION, CO
Position in IBKR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$106,536
+$24,443 QoQ
Shares Held
1,224
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#910
of 1,105 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rosenberg Matthew Hamilton holds $2,648,348 across 8 Capital Markets names. IBKR ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,108 | $1,120,597 | |
| 2 | MS |
Morgan Stanley
|
4,067 | $850,165 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,804 | $535,535 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
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|
1,224 | $106,536 | |
| 5 | NMR |
Nomura Holdings Inc
|
2,777 | $24,382 | |
| 6 | WULF |
Terawulf Inc.
|
284 | $7,014 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
10 | $2,816 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13 | $1,303 |
All Filings in IBKR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,536 | 1,224 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $82,093 | 1,224 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $78,715 | 1,224 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $84,223 | 1,224 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $67,821 | 1,224 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $50,670 | 306 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $49,467 | 280 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $39,020 | 280 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $34,328 | 280 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $31,278 | 280 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $23,212 | 280 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $24,236 | 280 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $23,259 | 280 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $23,116 | 280 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $20,258 | 280 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $17,894 | 280 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $15,402 | 280 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $18,454 | 280 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $22,237 | 280 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $30,172 | 484 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||