Position in IBKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,052
+$2,077 QoQ
Shares Held
104
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,014
of 1,105 holders
Holding Since
Dec 2025
3 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, 2026Addison Advisors LLC holds $786,543 across 5 Capital Markets names. IBKR ranks #4 (1.2% of the industry book) .
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,052 | 104 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,975 | 104 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,688 | 104 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||