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Interactive Brokers shares owned by Roundview Capital

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

Historical chart of Roundview Capital investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by Roundview Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $491k 7.1k 68.81

More positions owned by Roundview Capital

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Roundview Capital

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
Cantillon Capital Mgnt
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Greenwich Wealth Management
Geode Capital Management
Orbis Allan Gray
Jpmorgan Chase & Co
Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers