Interactive Brokers shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Interactive Brokers
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Quarterly reported holdings in Interactive Brokers by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $83k | 1.3k | 64.31 |
| 2025-09-30 | $6.6k | 96 | 68.81 |
| 2025-06-30 | $5.3k | 96 | 55.42 |
| 2025-03-31 | $4.0k | 24 | 165.63 |
| 2024-12-31 | $4.2k | 24 | 176.71 |
| 2024-09-30 | $3.3k | 24 | 139.38 |
| 2024-06-30 | $2.9k | 24 | 122.63 |
| 2024-03-31 | $2.7k | 24 | 111.75 |