Maridea Wealth Management LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2056245
BROOKLYN, NY
Position in IBKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$997,652
+$411,930 QoQ
Shares Held
11,462
+31.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#569
of 1,105 holders
Holding Since
Dec 2024
6 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, 2026Maridea Wealth Management LLC holds $20,716,389 across 8 Capital Markets names. IBKR ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
278,344 | $12,728,671 | |
| 2 | CLSK |
Cleanspark, Inc.
|
207,047 | $3,012,533 | |
| 3 | TW |
Tradeweb Markets Inc.
|
17,859 | $1,779,827 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
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|
11,462 | $997,652 | |
| 5 | SNEX |
StoneX Group Inc.
|
11,064 | $874,056 | |
| 6 | PIPR |
Piper Sandler Companies
|
8,523 | $616,553 | |
| 7 | SCHW |
Schwab Charles Corp
|
5,314 | $490,322 | |
| 8 | SF |
Stifel Financial Corp
|
3,107 | $216,775 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,652 | 11,462 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $585,722 | 8,733 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $363,351 | 5,650 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $651,149 | 9,463 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $523,735 | 9,452 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $746,607 | 4,226 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||