COZAD ASSET MANAGEMENT INC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 709428
CHAMPAIGN, IL
Position in IBKR
as of Mar 31, 2026
· filed May 28, 2026
Position Value
$14,224,943
+$1,102,166 QoQ
Shares Held
212,091
+3.9% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
1.69%
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 Jun 30, 2026COZAD ASSET MANAGEMENT INC holds $25,450,052 across 4 Capital Markets names.
All Filings in IBKR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,224,943 | 212,091 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $13,122,777 | 204,055 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,390,854 | 209,139 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,987,510 | 216,342 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,516,293 | 51,430 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,707,534 | 49,287 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,747,671 | 48,419 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,303,479 | 51,415 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,616,946 | 32,378 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,089,162 | 25,201 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,037,189 | 23,535 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,696,036 | 32,455 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||