Premier Path Wealth Partners, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1999925 MADISON, NJ

Position in IBKR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$474,716

+$101,338 QoQ

Shares Held

5,454

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#711

of 1,109 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Premier Path Wealth Partners, LLC holds $7,540,358 across 5 Capital Markets names. IBKR ranks #5 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,988	$3,021,973
2	MS	Morgan Stanley	12,125	$2,534,610
3	SCHW	Schwab Charles Corp	9,897	$913,196
4	HOOD	Robinhood Markets, Inc.	5,942	$595,863
5	IBKR	Interactive Brokers Group, Inc. This page	5,454	$474,716

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$474,716	5,454	-2.0%	Shares	Sole	2026-07-21
2026-03-31	$373,378	5,567	-0.4%	Shares	Sole	2026-04-23
2025-12-31	$359,492	5,590	0.0%	Shares	Sole	2026-01-22
2025-09-30	$384,647	5,590	+4.7%	Shares	Sole	2025-11-04
2025-06-30	$295,889	5,340	+300.0%	Shares	Sole	2025-08-04
2025-03-31	$221,062	1,335	0.0%	Shares	Sole	2025-04-21
2024-12-31	$235,854	1,335	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.