LRI Investments, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in IBKR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$106,710
+$30,654 QoQ
Shares Held
1,226
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#909
of 1,105 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LRI Investments, LLC holds $2,263,077 across 27 Capital Markets names. IBKR ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,275 | $1,289,496 | |
| 2 | MS |
Morgan Stanley
|
1,246 | $260,463 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,158 | $199,117 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,983 | $198,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,226 | $106,710 | |
| 6 | IREN |
IREN Ltd
|
1,719 | $78,609 | |
| 7 | EVR |
Evercore Inc.
|
125 | $42,679 | |
| 8 | MC |
Moelis & Co
|
343 | $22,438 |
All Filings in IBKR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,710 | 1,226 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $76,056 | 1,134 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $224,827 | 3,496 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $224,319 | 3,260 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $230,116 | 4,153 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $144,724 | 874 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $290,798 | 1,646 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $229,386 | 1,646 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $209,523 | 1,709 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||