INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1818604 ORLANDO, FL

Position in IBKR

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$706,416

+$144,504 QoQ

Shares Held

8,116

-3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#99

of 216 holders

Holding Since

Dec 2020

9 quarters on record

Financial Services · as of Jun 30, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $54,063,435 across 23 Capital Markets names. IBKR ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	238,740	$49,906,209
2	SCHW	Schwab Charles Corp	10,199	$941,061
3	IBKR	Interactive Brokers Group, Inc. This page	8,116	$706,416
4	IREN	IREN Ltd	15,304	$699,851
5	HOOD	Robinhood Markets, Inc.	4,706	$471,917
6	CRCL	Circle Internet Group, Inc.	5,501	$344,527
7	LPLA	LPL Financial Holdings Inc.	987	$278,018
8	HIVE	HIVE Digital Technologies Ltd.	60,500	$220,220

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$706,416	8,116	-3.1%	Shares	Sole	2026-07-22
2026-03-31	$561,912	8,378	-26.8%	Shares	Sole	2026-05-01
2025-12-31	$736,027	11,445	+161.1%	Shares	Sole	2026-02-03
2025-09-30	$301,663	4,384	0.0%	Shares	Sole	2025-10-31
2025-06-30	$242,917	4,384	-97.1%	Shares	Sole	2025-07-29
2024-09-30	$5,195,166	149,115	+13967.5%	Shares	Sole	2024-10-22
2024-06-30	$32,489	1,060	+473.0%	Shares	Sole	2024-07-30
2021-03-31	$3,378	185	0.0%	Shares	Sole	2021-04-19
2020-12-31	$2,817	185	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.