Interactive Brokers shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Interactive Brokers
Tip: Access up to 7 years of quarterly data
All positions including Interactive Brokers held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Interactive Brokers by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.8M | 33k | 55.41 |
| 2025-03-31 | $1.5M | 9.3k | 165.59 |
| 2024-12-31 | $725k | 4.1k | 176.67 |
| 2024-09-30 | $513k | 3.7k | 139.36 |
| 2024-06-30 | $410k | 3.3k | 122.60 |
More positions owned by Steel Peak Wealth Management
View all positions for Steel Peak Wealth Management