Goldstein Advisors, LLC

SEC CIK: 0001963807
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

IBKR holding history

Interactive Brokers Group, Inc. in every 13F filed by Goldstein 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): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of IBKR by Goldstein Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−3,374−100.0%	Sold out	Holders
Q1 2026	3,374	$226.3K	<0.1%	+9+0.3%	Added	Holders
Q4 2025	3,365	$216.4K	<0.1%	+328+10.8%	Added	Holders
Q3 2025	3,037	$209.0K	<0.1%	+3,037	New	Holders