Fortitude Family Office, LLC
Family OfficePosition in IBKR — Interactive Brokers Group, Inc.
CIK 1950506
SCOTTSDALE, AZ
Position in IBKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$59,013
+$13,875 QoQ
Shares Held
678
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#234
of 297 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fortitude Family Office, LLC holds $995,371 across 28 Capital Markets names. IBKR ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
463 | $468,264 | |
| 2 | MS |
Morgan Stanley
|
674 | $140,892 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,079 | $99,559 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
678 | $59,013 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
478 | $47,933 | |
| 6 | EVR |
Evercore Inc.
|
111 | $37,899 | |
| 7 | SF |
Stifel Financial Corp
|
405 | $28,256 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
123 | $16,497 |
All Filings in IBKR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,013 | 678 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $45,138 | 673 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $40,579 | 631 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $49,543 | 720 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $39,451 | 712 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $35,105 | 212 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $50,880 | 288 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $19,510 | 140 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||