Interactive Brokers shares owned by Caldwell Investment Management
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Caldwell Investment Management
from 13F filings
Historical chart of Caldwell Investment Management investment in Interactive Brokers
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Quarterly reported holdings in Interactive Brokers by Caldwell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 27k | 68.78 |
| 2025-06-30 | $1.7M | 30k | 55.35 |
| 2025-03-31 | $1.1M | 6.8k | 163.70 |
| 2024-12-31 | $1.2M | 6.8k | 178.72 |
More positions owned by Caldwell Investment Management
View all positions for Caldwell Investment Management