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Interactive Brokers shares owned by West Branch Capital

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Interactive Brokers

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All positions including Interactive Brokers held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by West Branch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 420 68.81
2025-06-30 $23k 420 55.41
2025-03-31 $17k 105 165.59