Sunrise Financial Services, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 2110891
BURIEN, WA
Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$35,164
+$8,068 QoQ
Shares Held
404
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#957
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, 2026Sunrise Financial Services, LLC holds $54,901 across 3 Capital Markets names. IBKR ranks #1 (64.0% of the industry book) .
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,164 | 404 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $27,096 | 404 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $25,981 | 404 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||