Pacific Excel Wealth Advisors, Inc.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2110884
WALNUT CREEK, CA
Position in IBKR
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$564,976
New position
Shares Held
6,491
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#689
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, 2026Pacific Excel Wealth Advisors, Inc. holds $1,999,553 across 3 Capital Markets names. IBKR ranks #2 (28.3% of the industry book) .
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,976 | 6,491 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||