Spahn Wealth & Retirement LLC
PensionPosition in IBKR — Interactive Brokers Group, Inc.
CIK 1949033
SCOTTSDALE, AZ
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,477,511
+$1,079,611 QoQ
Shares Held
51,442
+1.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
6.77%
of 13F equity value
Holder Rank
#335
of 1,102 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, 2026Spahn Wealth & Retirement LLC holds $4,867,919 across 2 Capital Markets names. IBKR ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
51,442 | $4,477,511 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
1,386 | $390,408 |
All Filings in IBKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,477,511 | 51,442 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,397,900 | 50,662 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,258,073 | 50,662 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,429,834 | 49,845 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||