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Equibles

CALDWELL SUTTER CAPITAL, INC.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 702007 SAUSALITO, CA
Back to IBKR Full portfolio

Position in IBKR

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$5,222
+$1,198 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,042
of 1,112 holders
Holding Since
Jun 2023
13 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, 2026

CALDWELL SUTTER CAPITAL, INC. holds $1,752,419 across 7 Capital Markets names. IBKR ranks #6 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GOLD
Gold.com, Inc.
 34,767 $1,446,654
2 MS
Morgan Stanley
 926 $193,571
3 GS
Goldman Sachs Group Inc
 44 $44,500
4 SCHW
Schwab Charles Corp
 436 $40,229
5 HOOD
Robinhood Markets, Inc.
 182 $18,250
6 IBKR
Interactive Brokers Group, Inc.
This page 		60 $5,222
7 BMNR
Bitmine Immersion Technologies, Inc.
 300 $3,993

All Filings in IBKR

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,222 60
2026-03-31 $4,024 60
2025-12-31 $3,858 60
2025-09-30 $6,605 96
2025-06-30 $5,319 96
2025-03-31 $3,974 24
2024-12-31 $5,300 30
2024-09-30 $4,180 30
2024-06-30 $3,678 30
2024-03-31 $3,351 30
2023-12-31 $2,487 30
2023-09-30 $2,596 30
2023-06-30 $2,492 30