Independent Solutions Wealth Management, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1818391 Williamsville, NY

Position in IBKR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,113,507

+$611,931 QoQ

Shares Held

35,771

-4.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#386

of 1,105 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Solutions Wealth Management, LLC holds $13,902,240 across 6 Capital Markets names. IBKR ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	43,106	$4,322,669
2	IBKR	Interactive Brokers Group, Inc. This page	35,771	$3,113,507
3	GS	Goldman Sachs Group Inc	2,517	$2,545,618
4	PJT	PJT Partners Inc.	15,970	$2,410,511
5	VIRT	Virtu Financial, Inc.	19,880	$1,184,251
6	MS	Morgan Stanley	1,558	$325,684

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,113,507	35,771	-4.1%	Shares	Sole	2026-07-29
2026-03-31	$2,501,576	37,298	-3.0%	Shares	Sole	2026-04-27
2025-12-31	$2,472,462	38,446	-7.4%	Shares	Sole	2026-02-05
2025-09-30	$2,856,440	41,512	+2.4%	Shares	Sole	2025-10-23
2025-06-30	$2,245,711	40,529	+463.8%	Shares	Sole	2025-07-23
2025-03-31	$1,190,260	7,188	-46.4%	Shares	Sole	2025-04-23
2024-12-31	$2,368,614	13,407	+1.2%	Shares	Sole	2025-02-11
2024-09-30	$1,845,405	13,242	-2.7%	Shares	Sole	2024-12-19
2024-06-30	$1,668,708	13,611	+1.7%	Shares	Sole	2024-12-19
2024-03-31	$1,495,796	13,390	-8.7%	Shares	Sole	2024-12-19
2023-12-31	$1,216,308	14,672	+14.4%	Shares	Sole	2024-12-19
2023-09-30	$1,110,045	12,824	+5.3%	Shares	Sole	2024-12-19
2023-06-30	$1,011,875	12,181	+11.6%	Shares	Sole	2024-12-19
2023-03-31	$900,812	10,911	+2.5%	Shares	Sole	2024-12-19
2022-12-31	$770,238	10,646	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.