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Interactive Brokers shares owned by Atticus Wealth Management

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

Historical chart of Atticus Wealth Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 4.8k 68.81
2025-06-30 $136k 2.5k 55.41

More positions owned by Atticus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Coca-Cola Company (KO)
Vanguard Whitehall Fds High Div Yld (VYM)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Atticus Wealth Management

Top funds holding Interactive Brokers

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Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers