Interactive Brokers shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in Interactive Brokers
Tip: Access up to 7 years of quarterly data
All positions including Interactive Brokers held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Interactive Brokers by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $26k | 154 | 165.59 |
| 2024-12-31 | $389k | 2.2k | 176.67 |
| 2024-06-30 | $34k | 276 | 122.60 |
| 2023-09-30 | $189k | 2.2k | 86.56 |
| 2023-06-30 | $181k | 2.2k | 83.07 |
| 2023-03-31 | $229k | 2.8k | 82.56 |
| 2015-09-30 | $676k | 17k | 39.49 |
| 2015-03-31 | $910k | 27k | 34.03 |
| 2014-12-31 | $405k | 14k | 29.19 |
More positions owned by USA Financial Portformulas
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
View all positions for USA Financial Portformulas