Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,526
+$1,039 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,042
of 1,105 holders
Holding Since
Dec 2025
3 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, 2026Ankerstar Wealth, LLC holds $101,779 across 14 Capital Markets names. IBKR ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
701 | $64,681 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
117 | $11,732 | |
| 3 | MS |
Morgan Stanley
|
40 | $8,361 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
52 | $4,526 | |
| 5 | GS |
Goldman Sachs Group Inc
|
4 | $4,045 | |
| 6 | SNEX |
StoneX Group Inc.
|
32 | $2,488 | |
| 7 | PIPR |
Piper Sandler Companies
|
24 | $1,736 | |
| 8 | MARA |
MARA Holdings, Inc.
|
73 | $1,013 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,526 | 52 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,487 | 52 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,344 | 52 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||