Annis Gardner Whiting Capital Advisors, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1998414
TAMPA, FL
Position in IBKR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$35,815
+$30,799 QoQ
Shares Held
534
+584.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $7,374,415 across 3 Capital Markets names.
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,815 | 534 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,016 | 78 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,055 | 88 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,989 | 72 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||