Cascade Financial Partners, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2021208
SAN DIEGO, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$235,008
New position
Shares Held
2,700
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#849
of 1,105 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cascade Financial Partners, LLC holds $657,760 across 2 Capital Markets names. IBKR ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
418 | $422,752 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,700 | $235,008 |
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,008 | 2,700 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||