Interactive Brokers shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Interactive Brokers
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All positions including Interactive Brokers held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Interactive Brokers by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $823k | 12k | 68.81 |
| 2025-06-30 | $650k | 3.9k | 164.70 |
| 2025-03-31 | $654k | 3.9k | 165.57 |
| 2024-12-31 | $542k | 3.1k | 176.69 |
| 2024-09-30 | $476k | 3.4k | 139.37 |
| 2024-06-30 | $413k | 3.4k | 122.60 |