Position in IBKR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$226,294
+$9,891 QoQ
Shares Held
3,374
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Goldstein Advisors, LLC holds $1,365,356 across 3 Capital Markets names.
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,294 | 3,374 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $216,403 | 3,365 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $208,975 | 3,037 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||