BAM Wealth Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2093649
LAKEWOOD, CO
Position in IBKR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$757,770
-$12,394 QoQ
Shares Held
8,706
-24.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#630
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, 2026BAM Wealth Management, LLC holds $1,238,143 across 2 Capital Markets names. IBKR ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
8,706 | $757,770 | |
| 2 | MS |
Morgan Stanley
|
2,298 | $480,373 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,770 | 8,706 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $770,164 | 11,483 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $788,119 | 12,255 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||