Interactive Brokers shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Interactive Brokers
Tip: Access up to 7 years of quarterly data
All positions including Interactive Brokers held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Interactive Brokers by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $685k | 10k | 67.07 |
| 2025-12-31 | $447k | 7.0k | 64.31 |
| 2025-09-30 | $738k | 11k | 68.81 |
| 2025-06-30 | $441k | 8.0k | 55.41 |
| 2025-03-31 | $378k | 2.3k | 165.61 |
| 2024-12-31 | $434k | 2.5k | 176.69 |
| 2024-09-30 | $349k | 2.5k | 139.37 |
| 2024-06-30 | $311k | 2.5k | 122.61 |
| 2024-03-31 | $307k | 2.8k | 111.71 |
| 2023-12-31 | $255k | 3.1k | 82.90 |
| 2023-09-30 | $273k | 3.1k | 86.56 |
| 2023-06-30 | $314k | 3.8k | 83.07 |
| 2023-03-31 | $327k | 4.0k | 82.55 |
| 2022-12-31 | $286k | 4.0k | 72.31 |
| 2022-09-30 | $226k | 3.5k | 63.99 |
| 2022-03-31 | $290k | 4.4k | 65.80 |
| 2021-12-31 | $586k | 7.4k | 79.47 |