Ownership history in Caldwell Investment Management Ltd. · 5 quarters on record
This page tracks every 13F SEC filing in which Caldwell Investment Management Ltd. reported a position in INTERACTIVE BROKERS GROUP IN (IBKR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 27,100 | — | 0% | 1.08% | $1.8M | $64.24 |
| 2025 Q3 | REDUCED | 27,100 | -3,300 | -10.9% | 1.22% | $1.9M | $68.65 |
| 2025 Q2 | ADDED | 30,400 | +23,600 | +347.1% | 1.46% | $1.7M | $55.21 |
| 2025 Q1 | UNCHANGED | 6,800 | — | 0% | 0.83% | $1.1M | $41.19 |
As of 2025 Q4 — sorted by position size