LOWE BROCKENBROUGH & CO INC IBKR β€” INTERACTIVE BROKERS GROUP IN

Ownership history in LOWE BROCKENBROUGH & CO INC  Β·  1 quarter on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported INTERACTIVE BROKERS GROUP IN (IBKR) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows IBKR at 0.01% 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.

What this IBKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOWE BROCKENBROUGH & CO INC's position in INTERACTIVE BROKERS GROUP IN, 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
2025 Q3

IBKR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2025 Q3 to 2025 Q3

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.

How LOWE BROCKENBROUGH & CO INC held IBKR β€” position size vs. price
% of Fund (quarterly)    IBKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 3,024 β€” β€” 0.01% $208K 2025-11-05 $71.46

FAQ About LOWE BROCKENBROUGH & CO INC and IBKR

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

How long has LOWE BROCKENBROUGH & CO INC reported owning IBKR?

LOWE BROCKENBROUGH & CO INC reported IBKR across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported IBKR position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for IBKR was 0.01% in 2025 Q3.

What is the latest reported IBKR position on this page?

The most recent filing on this page is 2025 Q3, when LOWE BROCKENBROUGH & CO INC reported 3,024 shares, equal to 0.01% of portfolio, with an estimated market value of $208K.

What does the chart on this IBKR ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO INC'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.

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