Interactive Brokers shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Interactive Brokers
Tip: Access up to 7 years of quarterly data
All positions including Interactive Brokers held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Interactive Brokers by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 2.9k | 68.80 |
| 2023-06-30 | $221k | 2.6k | 84.63 |
| 2023-03-31 | $244k | 3.0k | 82.55 |
| 2022-12-31 | $256k | 3.2k | 80.25 |
| 2022-09-30 | $487k | 7.6k | 63.87 |
| 2022-06-30 | $639k | 12k | 54.97 |
| 2022-03-31 | $725k | 11k | 65.92 |
| 2021-12-31 | $752k | 9.5k | 79.42 |
| 2021-09-30 | $551k | 8.8k | 62.34 |
| 2021-06-30 | $563k | 8.6k | 65.73 |
| 2021-03-31 | $544k | 7.4k | 73.09 |
| 2020-12-31 | $287k | 4.7k | 60.86 |
| 2020-09-30 | $206k | 4.3k | 48.31 |
| 2020-06-30 | $223k | 4.5k | 49.78 |
| 2019-12-31 | $200k | 3.6k | 55.25 |
More positions owned by Capital Asset Advisory Services
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