HAZLETT, BURT & WATSON, INC.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 46392
WHEELING, WV
Position in IBKR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$351,550
+$80,526 QoQ
Shares Held
4,039
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#768
of 1,105 holders
Holding Since
Mar 2025
6 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, 2026HAZLETT, BURT & WATSON, INC. holds $3,601,833 across 7 Capital Markets names. IBKR ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,820 | $1,840,652 | |
| 2 | MS |
Morgan Stanley
|
3,464 | $724,105 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,986 | $644,563 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
4,039 | $351,550 | |
| 5 | IREN |
IREN Ltd
|
600 | $27,438 | |
| 6 | WULF |
Terawulf Inc.
|
300 | $7,410 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
61 | $6,115 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,550 | 4,039 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $271,024 | 4,041 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $259,872 | 4,041 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $233,814 | 3,398 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $105,333 | 1,901 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $45,536 | 275 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||