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Marshall Financial Group, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1841496 Hunt Valley, MD

Position in IBKR

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$887,459
New position
Shares Held
10,196
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#61
of 172 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Marshall Financial Group, LLC holds $4,547,494 across 6 Capital Markets names. IBKR ranks #2 (19.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 IBKR
Interactive Brokers Group, Inc.
This page
10,196 $887,459

All Filings in IBKR

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $887,459 10,196