Prosperity Consulting Group, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1910398
OWINGS MILLS, MD
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$678,563
+$373,462 QoQ
Shares Held
7,796
+71.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#648
of 1,105 holders
Holding Since
Mar 2026
2 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, 2026Prosperity Consulting Group, LLC holds $5,181,708 across 6 Capital Markets names. IBKR ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,132 | $2,156,240 | |
| 2 | MS |
Morgan Stanley
|
6,904 | $1,443,212 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
7,796 | $678,563 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,507 | $351,681 | |
| 5 | SCHW |
Schwab Charles Corp
|
3,524 | $325,159 | |
| 6 | LAZ |
Lazard, Inc.
|
5,409 | $226,853 |
All Filings in IBKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,563 | 7,796 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $305,101 | 4,549 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||