INDEPENDENT FINANCIAL GROUP, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 275484
SAN DIEGO, CA
Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$668,017
-$278,368 QoQ
Shares Held
9,960
-32.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,041,841 across 14 Capital Markets names. IBKR ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,022 | $5,094,551 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
239,244 | $4,732,246 | |
| 3 | MS |
Morgan Stanley
|
13,683 | $2,251,811 | |
| 4 | IREN |
IREN Ltd
|
35,489 | $1,216,562 | |
| 5 | SCHW |
Schwab Charles Corp
|
7,953 | $747,422 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
9,814 | $680,110 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
9,960 | $668,017 | |
| 8 | FUTU |
Futu Holdings Ltd
|
4,381 | $599,145 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $668,017 | 9,960 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $946,385 | 14,716 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $259,826 | 3,776 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $206,568 | 3,728 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $94,096 | 2,273 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $54,679 | 1,238 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $98,527 | 2,828 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||