JOURNEY STRATEGIC WEALTH LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1909316
SUMMIT, NJ
Position in IBKR
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$513,484
+$51,290 QoQ
Shares Held
7,656
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,792,966 across 9 Capital Markets names. IBKR ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,150 | $2,664,863 | |
| 2 | MS |
Morgan Stanley
|
8,354 | $1,374,814 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,234 | $1,149,748 | |
| 4 | EVR |
Evercore Inc.
|
2,189 | $653,436 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
7,656 | $513,484 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
2,815 | $464,415 | |
| 7 | SF |
Stifel Financial Corp
|
5,910 | $436,864 | |
| 8 | CLSK |
Cleanspark, Inc.
|
35,742 | $304,163 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $513,484 | 7,656 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $462,194 | 7,187 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $524,123 | 7,617 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $398,008 | 7,183 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||