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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

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Quarterly 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