Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,479,488
+$6,534,184 QoQ
Shares Held
327,200
0.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
6.31%
of 13F equity value
Holder Rank
#135
of 1,102 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WINMILL & CO. INC holds $41,577,608 across 2 Capital Markets names. IBKR ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
327,200 | $28,479,488 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
46,500 | $13,098,120 |
All Filings in IBKR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,479,488 | 327,200 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $21,945,304 | 327,200 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $21,042,232 | 327,200 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,514,632 | 327,200 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,130,152 | 327,200 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $13,545,262 | 81,800 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,451,606 | 81,800 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,399,648 | 81,800 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,028,680 | 81,800 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,137,878 | 81,800 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,781,220 | 81,800 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||