Interactive Brokers shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Interactive Brokers
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Quarterly reported holdings in Interactive Brokers by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 16k | 64.31 |
| 2025-09-30 | $1.1M | 16k | 68.81 |
| 2025-06-30 | $977k | 18k | 55.41 |
| 2025-03-31 | $864k | 5.2k | 165.56 |
| 2024-12-31 | $960k | 5.3k | 182.48 |
| 2024-09-30 | $728k | 5.2k | 139.36 |
| 2024-06-30 | $606k | 4.8k | 125.25 |
| 2024-03-31 | $585k | 5.2k | 111.71 |
| 2023-12-31 | $533k | 5.9k | 90.35 |
| 2023-09-30 | $473k | 5.6k | 85.09 |
| 2023-06-30 | $425k | 5.0k | 85.14 |
| 2023-03-31 | $378k | 3.9k | 96.80 |
| 2022-12-31 | $279k | 3.9k | 71.45 |