Synergy Financial Group, LTD
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1905669
SAN RAMON, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$590,044
+$118,006 QoQ
Shares Held
6,779
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#681
of 1,105 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Synergy Financial Group, LTD holds $590,044 across 1 Capital Markets name. IBKR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
6,779 | $590,044 |
All Filings in IBKR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,044 | 6,779 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $472,038 | 7,038 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $476,665 | 7,412 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $550,824 | 8,005 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $453,032 | 8,176 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $415,630 | 2,510 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $474,888 | 2,688 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $373,206 | 2,678 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $328,322 | 2,678 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $299,159 | 2,678 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $248,782 | 3,001 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $270,586 | 3,126 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $259,676 | 3,126 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $261,550 | 3,168 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $238,827 | 3,301 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $218,891 | 3,425 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $236,814 | 3,593 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $296,713 | 3,736 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||