ROBINSON SMITH WEALTH ADVISORS LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2008554
South Portland, ME
Position in IBKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$280,268
+$64,303 QoQ
Shares Held
3,220
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#806
of 1,105 holders
Holding Since
Jun 2025
5 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, 2026ROBINSON SMITH WEALTH ADVISORS LLC holds $280,268 across 1 Capital Markets name. IBKR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,220 | $280,268 |
All Filings in IBKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,268 | 3,220 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $215,965 | 3,220 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $322,257 | 5,011 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $344,806 | 5,011 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $283,477 | 5,116 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||