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Spahn Wealth & Retirement LLC

SEC CIK
0001949033
Latest filing
Aug 13, 2026

IBKR holding history

Interactive Brokers Group, Inc. in every 13F filed by Spahn Wealth & Retirement 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 2026)
51,442
Value
$4.48M
% of portfolio
2.9%
Quarters held
4
Since Q3 2025
Holdings of IBKR by Spahn Wealth & Retirement LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,442$4.48M2.9%+780+1.5%AddedHolders
Q1 202650,662$3.40M4.3%00.0%UnchangedHolders
Q4 202550,662$3.26M2.0%+817+1.6%AddedHolders
Q3 202549,845$3.43M2.0%+49,845NewHolders