Greenwich Wealth Management LLC IBKR — INTERACTIVE BROKERS GROUP IN COM

Ownership history in Greenwich Wealth Management LLC  ·  72 quarters on record

AI Ownership Summary

Greenwich Wealth Management LLC reported INTERACTIVE BROKERS GROUP IN COM (IBKR) in 72 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 35.59% in 2025 Q3. The latest visible filing shows IBKR at 27.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Greenwich Wealth Management LLC's position in INTERACTIVE BROKERS GROUP IN COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBKR was reported at 27.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
35.59% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBKR stock page Greenwich Wealth Management LLC fund profile Greenwich Wealth Management LLC full holdings
How Greenwich Wealth Management LLC held IBKR — position size vs. price
% of Fund (quarterly)    IBKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 9,924,043 +738,935 +8.0% 27.17% $666K 2026-05-12 $84.59
2025 Q4 REDUCED 11.4% +4.4% ❌ 9,185,108 -1,182,168 -11.4% 26.35% $590.7M 2026-02-10 $77.12
2025 Q3 REDUCED — — — 10,367,276 -497,256 -4.6% 35.59% $713.4M 2025-11-12 $72.53
2025 Q2 ADDED — — — 10,864,532 +8,159,175 +301.6% 29.22% $602.0M 2025-08-13 $63.26
2025 Q1 REDUCED — — — 2,705,357 -69,225 -2.5% 33.90% $448.0M 2025-05-12 $49.06
2024 Q4 REDUCED 6.9% -6.2% ✅ 2,774,582 -204,641 -6.9% 34.56% $490.2M 2025-02-10 $56.19
2024 Q3 REDUCED — — — 2,979,223 -149 -0.0% 28.24% $415.2M 2024-10-29 $37.92
2024 Q2 ADDED — — — 2,979,372 +8,038 +0.3% 26.68% $365.3M 2024-08-09 $28.86
2024 Q1 REDUCED — — — 2,971,334 -146,842 -4.7% 26.44% $331.9M 2024-05-13 $29.72
2023 Q4 ADDED — — — 3,118,176 +317 +0.0% 25.53% $258.5M 2024-02-01 $22.44
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBKR

As of 2026 Q1 — sorted by position size

Oakcliff Capital Partners, LP 3Y 7Y 30.5% Hengistbury Investment Partners LLP 3Y 7Y 29.35% Systrade AG 3Y 22.51% Ancient Art, L.P. 3Y 7Y 18.8% BROOKTREE CAPITAL MANAGEMENT 3Y 14.48% RV Capital AG 3Y 7Y 13.36% Lansing Management LP 3Y 7Y 12.93% Crocodile Capital Partners GmbH 3Y 8.62% Bronte Capital Management Pty Ltd. 3Y 7Y 8.51% Progeny 3, Inc. 3Y 7Y 7.88%

FAQ About Greenwich Wealth Management LLC and IBKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Greenwich Wealth Management LLC reported owning IBKR?

Greenwich Wealth Management LLC reported IBKR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBKR position in Greenwich Wealth Management LLC's portfolio?

The largest reported portfolio weight for IBKR was 35.59% in 2025 Q3.

What is the latest reported IBKR position on this page?

The most recent filing on this page is 2026 Q1, when Greenwich Wealth Management LLC reported 9,924,043 shares, equal to 27.17% of portfolio, with an estimated market value of $666K.

What does the chart on this IBKR ownership page compare?

The chart compares Greenwich Wealth Management LLC's quarterly IBKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Greenwich Wealth Management LLC time their IBKR position?

Based on 13F filing dates vs. subsequent IBKR price moves, Greenwich Wealth Management LLC correctly timed 36 out of 68 reported position changes (53%).

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