ELEVATION WEALTH PARTNERS, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in IBKR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$15,754
+$8,041 QoQ
Shares Held
181
+57.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#990
of 1,105 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $700,729 across 12 Capital Markets names. IBKR ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
300 | $303,411 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,531 | $233,535 | |
| 3 | MS |
Morgan Stanley
|
288 | $60,203 | |
| 4 | EVR |
Evercore Inc.
|
50 | $17,072 | |
| 5 | SF |
Stifel Financial Corp
|
237 | $16,535 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
181 | $15,754 | |
| 7 | NMR |
Nomura Holdings Inc
|
1,739 | $15,268 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
233 | $13,879 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,754 | 181 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $7,713 | 115 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,395 | 115 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,371 | 49 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||