Abound Wealth Management
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1950323
FRANKLIN, TN
Position in IBKR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,574
-$1,090 QoQ
Shares Held
110
-30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,011
of 1,105 holders
Holding Since
Jun 2023
11 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, 2026Abound Wealth Management holds $224,967 across 15 Capital Markets names. IBKR ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
159 | $160,807 | |
| 2 | MS |
Morgan Stanley
|
159 | $33,237 | |
| 3 | SCHW |
Schwab Charles Corp
|
107 | $9,872 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
110 | $9,574 | |
| 5 | IREN |
IREN Ltd
|
201 | $9,191 | |
| 6 | SNEX |
StoneX Group Inc.
|
6 | $474 | |
| 7 | EVR |
Evercore Inc.
|
1 | $341 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
3 | $300 |
All Filings in IBKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,574 | 110 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,664 | 159 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,202 | 112 | Shares | Sole | 2026-01-12 | |
| 2025-03-31 | $4,636 | 28 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,946 | 28 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,902 | 28 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,432 | 28 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,686 | 33 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $414 | 5 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $432 | 5 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $415 | 5 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||