Interactive Brokers shares owned by LVW Advisors
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Interactive Brokers
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Quarterly reported holdings in Interactive Brokers by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 16k | 68.81 |
| 2025-06-30 | $996k | 18k | 55.41 |
| 2025-03-31 | $1.0M | 6.3k | 165.59 |
| 2024-12-31 | $1.2M | 6.6k | 176.67 |
| 2024-09-30 | $946k | 6.8k | 139.36 |
| 2024-06-30 | $751k | 6.1k | 122.60 |
| 2024-03-31 | $621k | 5.6k | 111.71 |
| 2023-12-31 | $474k | 5.7k | 82.90 |
| 2023-09-30 | $543k | 6.3k | 86.56 |
| 2023-06-30 | $735k | 8.8k | 83.07 |
| 2023-03-31 | $739k | 8.9k | 82.56 |
| 2022-12-31 | $671k | 9.3k | 72.35 |
| 2022-09-30 | $631k | 9.9k | 63.88 |
| 2022-06-30 | $537k | 9.8k | 55.05 |
| 2022-03-31 | $613k | 9.3k | 65.91 |
| 2021-12-31 | $803k | 10k | 79.43 |
| 2021-09-30 | $635k | 10k | 62.38 |
| 2021-06-30 | $661k | 10k | 65.76 |
| 2021-03-31 | $770k | 11k | 73.06 |
| 2020-12-31 | $273k | 4.5k | 60.94 |
| 2020-09-30 | $210k | 4.3k | 48.36 |