NWF Advisory Services Inc.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2045735
Los Angeles, CA
Position in IBKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,565,153
+$302,024 QoQ
Shares Held
17,982
-4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#499
of 1,105 holders
Holding Since
Jun 2025
5 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, 2026NWF Advisory Services Inc. holds $1,565,153 across 1 Capital Markets name. IBKR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
17,982 | $1,565,153 |
All Filings in IBKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,565,153 | 17,982 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,263,129 | 18,833 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,128,897 | 17,554 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $3,152,392 | 45,813 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,510,405 | 45,306 | Shares | Sole | 2025-09-09 | |
| No filing history on record for this holder in this stock. | ||||||