PUREfi Wealth, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2001520 BOSTON, MA

Position in IBKR

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$280,889

-$11,721 QoQ

Shares Held

4,188

-8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PUREfi Wealth, LLC holds $513,842 across 2 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley	1,271	$265,689
2	TW	Tradeweb Markets Inc.	2,490	$248,153

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$280,889	4,188	-8.0%	Shares	Sole	2026-04-28
2025-12-31	$292,610	4,550	-0.1%	Shares	Sole	2026-01-12
2025-09-30	$313,360	4,554	+4.7%	Shares	Sole	2025-10-21
2025-06-30	$240,922	4,348	+249.0%	Shares	Sole	2025-07-22
2025-03-31	$206,325	1,246	+4.2%	Shares	Sole	2025-04-21
2024-12-31	$211,297	1,196	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.