Position in IBKR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,354,492
+$395,867 QoQ
Shares Held
35,105
+15.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Sovran Advisors, LLC holds $11,258,001 across 4 Capital Markets names. IBKR ranks #3 (20.9% of the industry book) .
All Filings in IBKR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,354,492 | 35,105 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,958,625 | 30,456 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||