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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

IBKR holding history

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

IBKR overviewAll 13F holders of IBKRFull Q2 2026 holdings

Shares (Q2 2026)
39,450
Value
$3.43M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of IBKR by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,450$3.43M0.1%−3,963−9.1%ReducedHolders
Q1 202643,413$2.91M<0.1%−2,331−5.1%ReducedHolders
Q4 202545,744$2.94M0.1%−3,353−6.8%ReducedHolders
Q3 202549,097$3.38M0.1%−1,603−3.2%ReducedHolders
Q2 202550,700$2.81M0.1%+26,176+106.7%AddedConverted for a 4-for-1 splitHolders
Q1 20256,131$1.02M<0.1%−38−0.6%ReducedHolders
Q4 20246,169$1.09M0.1%−114−1.8%ReducedHolders
Q3 20246,283$875.6K<0.1%+240+4.0%AddedHolders
Q2 20246,043$740.9K0.1%+18+0.3%AddedHolders
Q1 20246,025$673.1K0.1%00.0%UnchangedHolders
Q4 20236,025$499.5K<0.1%00.0%UnchangedHolders
Q3 20236,025$521.5K<0.1%00.0%UnchangedHolders
Q2 20236,025$500.5K0.1%−174−2.8%ReducedHolders
Q1 20236,199$511.8K0.1%+6,199NewHolders