VALLEY NATIONAL ADVISERS INC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 773411
BETHLEHEM, PA
Position in IBKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$696
-$2,455 QoQ
Shares Held
8
-83.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,088
of 1,105 holders
Holding Since
Mar 2020
4 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, 2026VALLEY NATIONAL ADVISERS INC holds $5,765,919 across 9 Capital Markets names. IBKR ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
23,901 | $2,205,345 | |
| 2 | EVR |
Evercore Inc.
|
5,485 | $1,872,798 | |
| 3 | GS |
Goldman Sachs Group Inc
|
888 | $898,096 | |
| 4 | MS |
Morgan Stanley
|
2,688 | $561,899 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
3,341 | $209,246 | |
| 6 | IREN |
IREN Ltd
|
190 | $8,688 | |
| 7 | WULF |
Terawulf Inc.
|
200 | $4,940 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
42 | $4,211 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696 | 8 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $3,151 | 49 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,059 | 59 | Shares | Sole | 2025-10-17 | |
| 2020-03-31 | $28,060 | 650 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||