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Interactive Brokers shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $612k 7.0k 87.13

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Interactive Brokers

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

View all funds holding Interactive Brokers