Position in IBKR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,007
-$309 QoQ
Shares Held
92
-25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,023
of 1,105 holders
Holding Since
Dec 2020
18 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, 2026WOLFF WIESE MAGANA LLC holds $5,894,402 across 18 Capital Markets names. IBKR ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
15,630 | $3,267,295 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,487 | $2,074,875 | |
| 3 | GS |
Goldman Sachs Group Inc
|
356 | $360,047 | |
| 4 | HIVE |
HIVE Digital Technologies Ltd.
|
20,000 | $72,800 | |
| 5 | SNEX |
StoneX Group Inc.
|
600 | $47,400 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
159 | $15,944 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
37 | $10,422 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
75 | $10,059 |
All Filings in IBKR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,007 | 92 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,316 | 124 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,974 | 124 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,532 | 124 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,870 | 124 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,133 | 31 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $4,691 | 42 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $7,046 | 85 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $7,357 | 85 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $7,060 | 85 | Shares | Sole | 2023-08-01 | |
| 2022-09-30 | $61,864 | 968 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $54,404 | 989 | Shares | Defined | 2022-07-15 | |
| 2022-03-31 | $67,228 | 1,020 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $80,373 | 1,012 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $68,948 | 1,106 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $62,706 | 954 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $65,224 | 893 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $53,305 | 875 | Shares | Defined | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||