Putney Financial Group LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2056907
SAN RAFAEL, CA
Position in IBKR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$716,339
+$153,622 QoQ
Shares Held
8,230
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#636
of 1,105 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Putney Financial Group LLC holds $716,339 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
|
8,230 | $716,339 |
All Filings in IBKR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,339 | 8,230 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $562,717 | 8,390 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $542,776 | 8,440 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $580,756 | 8,440 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $467,660 | 8,440 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $365,457 | 2,207 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $389,910 | 2,207 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||