Ameliora Wealth Management Ltd.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1910168 ZURICH, V8

Position in IBKR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$813,998

+$193,467 QoQ

Shares Held

9,352

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#610

of 1,105 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ameliora Wealth Management Ltd. holds $4,055,297 across 5 Capital Markets names. IBKR ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,959	$2,992,643
2	IBKR	Interactive Brokers Group, Inc. This page	9,352	$813,998
3	MS	Morgan Stanley	724	$151,344
4	LPLA	LPL Financial Holdings Inc.	265	$74,645
5	HLI	Houlihan Lokey, Inc.	169	$22,667

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$813,998	9,352	+1.1%	Shares	Sole	2026-07-24
2026-03-31	$620,531	9,252	-7.1%	Shares	Sole	2026-04-23
2025-12-31	$640,206	9,955	+5.6%	Shares	Sole	2026-01-21
2025-09-30	$648,671	9,427	+95.4%	Shares	Sole	2025-11-12
2025-06-30	$267,297	4,824	+531.4%	Shares	Sole	2025-07-23
2025-03-31	$126,510	764	—	Shares	Sole	2025-04-15
No filing history on record for this holder in this stock.