Thrive Wealth Management, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1847610 AUDUBON, PA

Position in IBKR

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$671,165

+$105,631 QoQ

Shares Held

7,711

-8.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#650

of 1,105 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $2,477,302 across 5 Capital Markets names. IBKR ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	675	$682,674
2	IBKR	Interactive Brokers Group, Inc. This page	7,711	$671,165
3	MS	Morgan Stanley	2,483	$519,046
4	LPLA	LPL Financial Holdings Inc.	1,090	$307,031
5	SCHW	Schwab Charles Corp	3,223	$297,386

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$671,165	7,711	-8.6%	Shares	Sole	2026-07-07
2026-03-31	$565,534	8,432	-7.5%	Shares	Sole	2026-04-09
2025-12-31	$585,992	9,112	+1.8%	Shares	Sole	2026-01-12
2025-09-30	$615,849	8,950	+3.0%	Shares	Sole	2025-10-07
2025-06-30	$481,568	8,691	+243.8%	Shares	Sole	2025-07-09
2025-03-31	$418,611	2,528	+13.7%	Shares	Sole	2025-04-10
2024-12-31	$392,737	2,223	-4.2%	Shares	Sole	2025-01-16
2024-09-30	$323,315	2,320	-0.6%	Shares	Sole	2024-10-04
2024-06-30	$286,025	2,333	+6.0%	Shares	Sole	2024-07-12
2024-03-31	$245,873	2,201	-21.1%	Shares	Sole	2024-04-16
2023-06-30	$231,848	2,791	+1.4%	Shares	Sole	2023-07-12
2023-03-31	$227,205	2,752	—	Shares	Sole	2023-04-07
No filing history on record for this holder in this stock.