Legacy Wealth Advisors, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2111463 NORTH MIAMI BEACH, FL

Position in IBKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$418,053

+$99,203 QoQ

Shares Held

4,803

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#735

of 1,105 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Wealth Advisors, LLC holds $1,041,376 across 3 Capital Markets names. IBKR ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	4,803	$418,053
2	MS	Morgan Stanley	1,606	$335,718
3	SCHW	Schwab Charles Corp	3,117	$287,605

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,053	4,803	+1.0%	Shares	Sole	2026-08-14
2026-03-31	$318,850	4,754	-1.0%	Shares	Sole	2026-05-06
2025-12-31	$308,816	4,802	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.