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Putney Financial Group LLC

SEC CIK
0002056907
Latest filing
Jul 21, 2026

IBKR holding history

Interactive Brokers Group, Inc. in every 13F filed by Putney Financial 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 2026)
8,230
Value
$716.3K
% of portfolio
0.6%
Quarters held
7
Since Q4 2024
Holdings of IBKR by Putney Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,230$716.3K0.6%−160−1.9%ReducedHolders
Q1 20268,390$562.7K0.6%−50−0.6%ReducedHolders
Q4 20258,440$542.8K0.5%00.0%UnchangedHolders
Q3 20258,440$580.8K0.6%00.0%UnchangedHolders
Q2 20258,440$467.7K0.5%−388−4.4%ReducedConverted for a 4-for-1 splitHolders
Q1 20252,207$365.5K0.4%00.0%UnchangedHolders
Q4 20242,207$389.9K0.3%–No prior filingHolders