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Interactive Brokers shares owned by Independent Solutions Wealth Management

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Independent Solutions Wealth Management from 13F filings

Historical chart of Independent Solutions Wealth Management investment in Interactive Brokers

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All positions including Interactive Brokers held by Independent Solutions Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 42k 68.81
2025-06-30 $2.2M 41k 55.41
2025-03-31 $1.2M 7.2k 165.58
2024-12-31 $2.4M 13k 176.67
2024-09-30 $1.8M 13k 139.36
2024-06-30 $1.7M 14k 122.60
2024-03-31 $1.5M 13k 111.71
2023-12-31 $1.2M 15k 82.90
2023-09-30 $1.1M 13k 86.56
2023-06-30 $1.0M 12k 83.07
2023-03-31 $901k 11k 82.56
2022-12-31 $770k 11k 72.35