Interactive Brokers shares owned by Cottonwood Capital Advisors
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Cottonwood Capital Advisors
from 13F filings
Historical chart of Cottonwood Capital Advisors investment in Interactive Brokers
Tip: Access up to 7 years of quarterly data
All positions including Interactive Brokers held by Cottonwood Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Interactive Brokers by Cottonwood Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $775k | 14k | 55.41 |
| 2025-03-31 | $586k | 3.5k | 165.57 |
| 2024-12-31 | $630k | 3.6k | 176.65 |
| 2024-09-30 | $256k | 1.8k | 139.36 |
| 2024-06-30 | $230k | 1.8k | 125.25 |
| 2024-03-31 | $362k | 3.3k | 109.16 |
| 2023-12-31 | $296k | 3.6k | 82.90 |
| 2023-09-30 | $227k | 2.6k | 86.56 |
More positions owned by Cottonwood Capital Advisors
View all positions for Cottonwood Capital Advisors