William B. Walkup & Associates, Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2034054 COLUMBIA, SC

Position in IBKR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,220

New position

Shares Held

37

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,055

of 1,105 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

William B. Walkup & Associates, Inc. holds $4,457,048 across 3 Capital Markets names. IBKR ranks #2 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	21,294	$4,451,297
2	IBKR	Interactive Brokers Group, Inc. This page	37	$3,220
3	PIPR	Piper Sandler Companies	35	$2,531

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,220	37	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.