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
Tip: Access up to 7 years of quarterly data
All positions including Interactive Brokers held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Interactive Brokers by MBM Wealth Consultants
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |