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Interactive Brokers shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 8.4k 35.55