Western Pacific Wealth Management, LP
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1907320
Lake Forest, IL
Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$278,528
+$63,904 QoQ
Shares Held
3,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#807
of 1,105 holders
Holding Since
Sep 2023
12 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, 2026Western Pacific Wealth Management, LP holds $920,727 across 2 Capital Markets names. IBKR ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
6,960 | $642,199 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,200 | $278,528 |
All Filings in IBKR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,528 | 3,200 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $214,624 | 3,200 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $205,792 | 3,200 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $220,192 | 3,200 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $177,312 | 3,200 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $132,472 | 800 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $194,337 | 1,100 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $153,296 | 1,100 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $134,860 | 1,100 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $122,881 | 1,100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $91,190 | 1,100 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $95,216 | 1,100 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||