Precision Wealth Strategies, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1844197
SAINT LOUIS, MO
Position in IBKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$980,592
-$60,200 QoQ
Shares Held
11,266
-27.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#573
of 1,105 holders
Holding Since
Dec 2020
19 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, 2026Precision Wealth Strategies, LLC holds $5,477,257 across 6 Capital Markets names. IBKR ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
22,674 | $1,350,690 | |
| 2 | GOLD |
Gold.com, Inc.
|
27,628 | $1,149,601 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
11,266 | $980,592 | |
| 4 | GS |
Goldman Sachs Group Inc
|
856 | $865,732 | |
| 5 | OPY |
Oppenheimer Holdings Inc
|
5,844 | $616,775 | |
| 6 | EVR |
Evercore Inc.
|
1,505 | $513,867 |
All Filings in IBKR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,592 | 11,266 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,040,792 | 15,518 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $805,804 | 12,530 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $798,608 | 11,606 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $218,841 | 1,785 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $645,013 | 5,774 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $594,310 | 7,169 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $623,578 | 7,204 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $576,755 | 6,943 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $589,065 | 7,135 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $535,534 | 7,402 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $478,302 | 7,484 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $489,258 | 8,894 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $536,441 | 8,139 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $710,729 | 8,949 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $525,900 | 8,436 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $407,854 | 6,205 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $390,106 | 5,341 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $248,736 | 4,083 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||