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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

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Quarterly 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