Global Financial Private Client, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2023568
Sarasota, FL
Position in IBKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$631,648
+$211,523 QoQ
Shares Held
7,257
+15.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#662
of 1,105 holders
Holding Since
Dec 2024
5 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, 2026Global Financial Private Client, LLC holds $2,529,541 across 3 Capital Markets names. IBKR ranks #3 (25.0% of the industry book) .
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,648 | 7,257 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $420,125 | 6,264 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $364,572 | 5,669 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $662 | 4 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $353 | 2 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||