Position in IBKR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$270,781
New position
Shares Held
3,111
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#811
of 1,105 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Plan A Wealth LLC holds $270,781 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
|
3,111 | $270,781 |
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,781 | 3,111 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||