Heritage Family Offices, LLP
Family OfficePosition in IBKR — Interactive Brokers Group, Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in IBKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$564,976
-$24,636 QoQ
Shares Held
6,491
-26.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#686
of 1,102 holders
Holding Since
Jun 2024
9 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, 2026Heritage Family Offices, LLP holds $1,999,553 across 3 Capital Markets names. IBKR ranks #2 (28.3% of the industry book) .
All Filings in IBKR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,976 | 6,491 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $589,612 | 8,791 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $701,364 | 10,906 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $822,898 | 11,959 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $218,758 | 3,948 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $653,749 | 3,948 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $541,846 | 3,067 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $475,775 | 3,414 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $412,794 | 3,367 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||