MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1836506 OKLAHOMA CITY, OK

Position in IBKR

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,482,032

+$565,239 QoQ

Shares Held

28,516

-0.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#427

of 1,105 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $6,986,673 across 2 Capital Markets names. IBKR ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	4,454	$4,504,641
2	IBKR	Interactive Brokers Group, Inc. This page	28,516	$2,482,032

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,482,032	28,516	-0.2%	Shares	Sole	2026-07-13
2026-03-31	$1,916,793	28,579	-4.1%	Shares	Sole	2026-04-24
2025-12-31	$1,915,923	29,792	-3.9%	Shares	Sole	2026-01-14
2025-09-30	$2,133,935	31,012	-0.8%	Shares	Sole	2025-10-09
2025-06-30	$1,731,451	31,248	+317.9%	Shares	Sole	2025-07-11
2025-03-31	$1,238,282	7,478	-2.8%	Shares	Sole	2025-04-09
2024-12-31	$1,359,652	7,696	+1.5%	Shares	Sole	2025-01-16
2024-09-30	$1,056,766	7,583	+0.5%	Shares	Sole	2024-10-16
2024-06-30	$925,384	7,548	-2.1%	Shares	Sole	2024-07-12
2024-03-31	$861,395	7,711	+3.2%	Shares	Sole	2024-04-26
2023-12-31	$619,677	7,475	+1.5%	Shares	Sole	2024-02-09
2023-09-30	$637,341	7,363	+14.0%	Shares	Sole	2023-10-31
2023-06-30	$536,715	6,461	+3.3%	Shares	Sole	2023-08-07
2023-03-31	$516,495	6,256	+1.5%	Shares	Sole	2023-05-05
2022-12-31	$445,965	6,164	+4.9%	Shares	Sole	2023-02-10
2022-09-30	$375,471	5,875	+9.2%	Shares	Sole	2022-11-01
2022-06-30	$295,843	5,378	+25.8%	Shares	Sole	2022-07-25
2022-03-31	$281,765	4,275	+24.0%	Shares	Sole	2022-04-14
2021-12-31	$273,760	3,447	—	Shares	Sole	2022-01-19
No filing history on record for this holder in this stock.