Position in IBKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,039,259
+$498,327 QoQ
Shares Held
23,429
+2.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#458
of 1,105 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $67,408,928 across 11 Capital Markets names. IBKR ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
480,021 | $48,136,505 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,829 | $8,929,385 | |
| 3 | MS |
Morgan Stanley
|
24,480 | $5,117,299 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
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|
23,429 | $2,039,259 | |
| 5 | SCHW |
Schwab Charles Corp
|
16,315 | $1,505,384 | |
| 6 | NMR |
Nomura Holdings Inc
|
46,084 | $404,616 | |
| 7 | EVR |
Evercore Inc.
|
1,173 | $400,508 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,198 | $331,681 |
All Filings in IBKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,039,259 | 23,429 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,540,932 | 22,975 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,597,781 | 24,845 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,751,971 | 25,461 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,414,063 | 25,520 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $957,772 | 5,784 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,010,905 | 5,722 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $729,967 | 5,238 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $634,700 | 5,177 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $401,820 | 3,597 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||