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Interactive Brokers shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $235k 2.7k 87.04

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr True Dev Intl Fd (DOL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
PerkinElmer (RVTY)
Ishares Tr Tips Bd Etf (TIP)
Pepsi (PEP)
Ishares Tr 3yrtb Etf (ISHG)
Spdr Series Trust St Str P400mid (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Amazon (AMZN)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Cascade Financial Partners

Top funds holding Interactive Brokers

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Greenwich Wealth Management
Invesco
Vanguard Portfolio Management
Two Sigma Investments
Wellington Management Company
Kayne Anderson Rudnick Investment Management
Norges Bank Investment Management
Orbis Allan Gray
London & Capital Asset Management
Bank of America Corporation

View all funds holding Interactive Brokers