Portside Wealth Group »

Interactive Brokers shares owned by Portside Wealth Group

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Interactive Brokers by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $575k 5.2k 111.71
2023-12-31 $923k 11k 82.90
2023-09-30 $867k 10k 86.51
2023-06-30 $860k 10k 83.07