BAM Wealth Management, LLC

SEC CIK: 0002093649
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

IBKR holding history

Interactive Brokers Group, Inc. in every 13F filed by BAM Wealth Management, 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): 8,706
Value: $757.8K
% of portfolio: 0.5%
Quarters held: 3; Since Q4 2025

Holdings of IBKR by BAM Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,706	$757.8K	0.5%	−2,777−24.2%	Reduced	Holders
Q1 2026	11,483	$770.2K	0.6%	−772−6.3%	Reduced	Holders
Q4 2025	12,255	$788.1K	0.6%	+12,255	New	Holders