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Interactive Brokers shares owned by Pinnacle Wealth Management

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

Historical chart of Pinnacle Wealth Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by Pinnacle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $870k 14k 64.31
2025-09-30 $910k 13k 68.81
2025-06-30 $1.6M 29k 55.41
2025-03-31 $544k 3.3k 165.59

More positions owned by Pinnacle Wealth Management

Tidal Trust I Fundstrat Granny (GRNY)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Series Trust State Street Spd (SPHY)
Palantir Technologies Cl A (PLTR)
Rocket Lab Corp (RKLB)
NVIDIA Corporation (NVDA)
Applovin Corp Com Cl A (APP)
Arista Networks Com Shs (ANET)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust State Street Spd (SPYG)
Tesla Motors (TSLA)
American Express Company (AXP)
Tidal Trust Iii Fundstrat Granny (GRNJ)

View all positions for Pinnacle Wealth Management

Top funds holding Interactive Brokers

Vanguard Group
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Orbis Allan Gray
Greenwich Wealth Management
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Invesco
Norges Bank Investment Management
Egerton Capital
FMR
London & Capital Asset Management

View all funds holding Interactive Brokers