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Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

IBKR holding history

Interactive Brokers Group, Inc. in every 13F filed by Wallace Advisory Group, LLC, 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2023
Holdings of IBKR by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,693−100.0%Sold outHolders
Q1 20242,693$223.3K0.2%+217+8.8%AddedHolders
Q4 20232,476$214.3K0.2%−203−7.6%ReducedHolders
Q3 20232,679$222.5K0.2%−37−1.4%ReducedHolders
Q2 20232,716$224.2K0.2%00.0%UnchangedHolders
Q1 20232,716$224.2K0.2%+2,716NewHolders