Position in IBKR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$949,693
-$197,002 QoQ
Shares Held
10,911
-36.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#579
of 1,105 holders
Holding Since
Mar 2025
6 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, 2026Eagle Strategies LLC holds $2,824,308 across 4 Capital Markets names. IBKR ranks #2 (33.6% of the industry book) .
All Filings in IBKR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $949,693 | 10,911 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,146,695 | 17,097 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,715,726 | 26,679 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,790,367 | 26,019 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,591,193 | 46,764 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,065,406 | 6,434 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||