WealthPlan Investment Management, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1929986 OMAHA, NE

Position in IBKR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$214,813

New position

Shares Held

2,468

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#871

of 1,105 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $3,456,141 across 4 Capital Markets names. IBKR ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	25,881	$2,388,039
2	IREN	IREN Ltd	10,786	$493,243
3	GS	Goldman Sachs Group Inc	356	$360,046
4	IBKR	Interactive Brokers Group, Inc. This page	2,468	$214,813

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,813	2,468	—	Shares	Other	2026-07-28
No filing history on record for this holder in this stock.