Lebenthal Global Advisors, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1845766
Hauppauge, NY
Position in IBKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$450,240
-$640,007 QoQ
Shares Held
6,713
-60.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
12 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, 2026Lebenthal Global Advisors, LLC holds $2,254,114 across 3 Capital Markets names.
All Filings in IBKR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450,240 | 6,713 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,090,247 | 16,953 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $1,210,987 | 17,599 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $986,852 | 17,810 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $762,376 | 4,604 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,269,727 | 7,187 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $990,710 | 7,109 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $864,697 | 7,053 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $826,207 | 7,396 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $611,553 | 7,377 | Shares | Defined | 2024-02-07 | |
| 2022-09-30 | $291,557 | 4,562 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $250,955 | 4,562 | Shares | Defined | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||