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Interactive Brokers shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $442k 6.9k 64.40

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Apple (AAPL)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Technology Select Sector Spdr Technology (XLK)

View all positions for Wellspring Financial Advisors

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
Cantillon Capital Mgnt
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Geode Capital Management
Orbis Allan Gray
Greenwich Wealth Management
Jpmorgan Chase & Co
Invesco
Norges Bank Investment Management
Egerton Capital
FMR
London & Capital Asset Management

View all funds holding Interactive Brokers