CALDWELL SUTTER CAPITAL, INC.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 702007
SAUSALITO, CA
Position in IBKR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,024
+$166 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,691,650 across 7 Capital Markets names. IBKR ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOLD |
Gold.com, Inc.
|
35,802 | $1,434,944 | |
| 2 | MS |
Morgan Stanley
|
919 | $151,239 | |
| 3 | SCHW |
Schwab Charles Corp
|
486 | $45,674 | |
| 4 | GS |
Goldman Sachs Group Inc
|
44 | $37,223 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
182 | $12,612 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
300 | $5,934 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
60 | $4,024 |
All Filings in IBKR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,024 | 60 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,858 | 60 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,605 | 96 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,319 | 96 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $993 | 24 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,325 | 30 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,045 | 30 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $919 | 30 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $837 | 30 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $621 | 30 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $649 | 30 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $623 | 30 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||