IMG Wealth Management, Inc.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2032103
JACKSONVILLE, FL
Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,930
+$6,864 QoQ
Shares Held
206
+24.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#983
of 1,105 holders
Holding Since
Mar 2026
2 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, 2026IMG Wealth Management, Inc. holds $662,114 across 5 Capital Markets names. IBKR ranks #3 (2.7% of the industry book) .
All Filings in IBKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,930 | 206 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,066 | 165 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||