Morton Brown Family Wealth, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1909851
ALLENTOWN, PA
Position in IBKR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,096
+$2,316 QoQ
Shares Held
116
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,009
of 1,105 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $107,003 across 5 Capital Markets names. IBKR ranks #4 (9.4% of the industry book) .
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,096 | 116 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,780 | 116 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,459 | 116 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,981 | 116 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||