IBKR INTERACTIVE BROKERS GROUP INC

Ownership history in O'Brien Greene & Co. Inc  ·  13 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported INTERACTIVE BROKERS GROUP INC (IBKR) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.67% in 2025 Q3. The latest visible filing shows IBKR at 4.95% 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 O'Brien Greene & Co. Inc's position in INTERACTIVE BROKERS GROUP INC, 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 Q4

IBKR was reported at 4.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.67% 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 2025 Q4

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 O'Brien Greene & Co. Inc held IBKR — position size vs. price
% of Fund (quarterly)    IBKR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 259,303 -8,832 -3.3% 4.95% $16.7M 2026-02-14 (Est.) $74.67
2025 Q3 REDUCED 268,135 -13,554 -4.8% 5.67% $18.5M 2025-11-10 $70.97
2025 Q2 ADDED 281,689 +208,961 +287.3% 5.11% $15.6M 2025-08-06 $63.59
2025 Q1 REDUCED 72,728 -3,183 -4.2% 4.04% $12.0M 2025-05-12 $49.06
2024 Q4 REDUCED 75,911 -5,807 -7.1% 4.35% $13.4M 2025-02-03 $55.52
2024 Q3 REDUCED 81,718 -4,763 -5.5% 3.55% $11.4M 2024-11-15 $44.71
2024 Q2 REDUCED 86,481 -600 -0.7% 3.36% $10.6M 2024-08-12 $29.20
2024 Q1 ADDED 87,081 +931 +1.1% 3.20% $9.7M 2024-05-02 $29.61
2023 Q4 ADDED 86,150 +630 +0.7% 2.51% $7.1M 2024-02-02 $23.73
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About O'Brien Greene & 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 O'Brien Greene & Co. Inc reported owning IBKR?

O'Brien Greene & Co. Inc reported IBKR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBKR position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for IBKR was 5.67% in 2025 Q3.

What is the latest reported IBKR position on this page?

The most recent filing on this page is 2025 Q4, when O'Brien Greene & Co. Inc reported 259,303 shares, equal to 4.95% of portfolio, with an estimated market value of $16.7M.

What does the chart on this IBKR ownership page compare?

The chart compares O'Brien Greene & 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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