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Interactive Brokers shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 3.1k 67.07
2025-06-30 $202k 3.6k 55.41
2019-03-31 $1.0k 10 100.00
2018-06-30 $57k 922 61.82

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Apple Stock (AAPL)
Nvidia Corp Stock (NVDA)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Microsoft Stock (MSFT)
Procter & Gamble Stock (PG)
Natixis Gateway Quality Income Etf Etf (GQI)
Jpmorgan Municipal Etf Etf (JMUB)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Ishares Core Dividend Growth Etf Etf (DGRO)

View all positions for Legacy Financial Advisors

Top funds holding Interactive Brokers

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

View all funds holding Interactive Brokers