Colonial River Investments, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1845859 MIDLOTHIAN, VA

Position in IBKR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$231,091

New position

Shares Held

2,655

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#854

of 1,105 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Colonial River Investments, LLC holds $3,707,457 across 5 Capital Markets names. IBKR ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	16,209	$1,625,438
2	GS	Goldman Sachs Group Inc	1,104	$1,116,552
3	SCHW	Schwab Charles Corp	4,529	$417,890
4	MS	Morgan Stanley	1,514	$316,486
5	IBKR	Interactive Brokers Group, Inc. This page	2,655	$231,091

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,091	2,655	—	Shares	Sole	2026-07-24
No filing history on record for this holder in this stock.