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Interactive Brokers shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in Interactive Brokers

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

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Quarterly reported holdings in Interactive Brokers by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 32k 82.90
2023-09-30 $2.7M 31k 86.56
2023-06-30 $3.3M 39k 83.07
2023-03-31 $3.1M 38k 82.56
2022-12-31 $2.7M 37k 72.35
2022-09-30 $2.2M 34k 63.91
2022-06-30 $1.7M 32k 55.01
2022-03-31 $1.3M 19k 65.90
2021-12-31 $1.3M 17k 79.40
2021-09-30 $1.0M 17k 62.33
2021-06-30 $976k 15k 65.76
2021-03-31 $1.0M 14k 73.07