WestEnd Advisors, LLC

SEC CIK: 0001351731
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

IBKR holding history

Interactive Brokers Group, Inc. in every 13F filed by WestEnd Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBKR overview All 13F holders of IBKR Full Q2 2026 holdings

Shares (Q2 2026): 16
Value: $1.39K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of IBKR by WestEnd Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16	$1.39K	<0.1%	+1+6.7%	Added	Holders
Q1 2026	15	$1.01K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	15	$965	<0.1%	+5+50.0%	Added	Holders
Q3 2025	10	$688	<0.1%	+10	New	Holders