Brown Miller Wealth Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1840084
MCLEAN, VA
Position in IBKR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$467,840
+$134,368 QoQ
Shares Held
5,375
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#714
of 1,105 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $670,114 across 2 Capital Markets names. IBKR ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
5,375 | $467,840 | |
| 2 | GS |
Goldman Sachs Group Inc
|
200 | $202,274 |
All Filings in IBKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,840 | 5,375 | Shares | Other | 2026-07-16 | |
| 2026-03-31 | $333,472 | 4,972 | Shares | Other | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||