IBKR — INTERACTIVE BROKERS GROUP IN

Ownership history in Thrive Wealth Management, LLC  ·  11 quarters on record

AI Ownership Summary

Thrive Wealth Management, LLC reported INTERACTIVE BROKERS GROUP IN (IBKR) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q3. The latest visible filing shows IBKR at 0.08% 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 Thrive Wealth Management, LLC'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
2026 Q1

IBKR was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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
2024 Q1 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 Thrive Wealth Management, LLC fund profile Thrive Wealth Management, LLC full holdings
How Thrive 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,432 -680 -7.5% 0.08% $566K 2026-04-09 $71.93
2025 Q4 ADDED 9,112 +162 +1.8% 0.09% $586K 2026-01-12 $70.71
2025 Q3 ADDED 8,950 +259 +3.0% 0.09% $616K 2025-10-07 $69.19
2025 Q2 ADDED 8,691 +6,163 +243.8% 0.08% $482K 2025-07-09 $57.63
2025 Q1 ADDED 2,528 +305 +13.7% 0.08% $419K 2025-04-10 $40.87
2024 Q4 REDUCED 2,223 -97 -4.2% 0.07% $393K 2025-01-16 $46.74
2024 Q3 REDUCED 2,320 -13 -0.6% 0.06% $323K 2024-10-04 $36.68
2024 Q2 ADDED 2,333 +132 +6.0% 0.06% $286K 2024-07-12 $30.11
2024 Q1 REDUCED 2,201 -590 -21.1% 0.05% $246K 2024-04-16 $26.54
2 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

Systrade AG 3Y 22.51% Crocodile Capital Partners GmbH 3Y 8.62% Pacific Capital Partners Ltd 1.71% Davidson Capital Management Inc. 3Y 0.93% Successful Portfolios LLC 3Y 7Y 0.73% Uncommon Cents Investing LLC 3Y 7Y 0.68% Pullen Investment Management, LLC 0.64% Park Capital Management, LLC / WI 0.58% Compagnie Lombard Odier SCmA 3Y 7Y 0.57% Putney Financial Group LLC 0.57%

FAQ About Thrive 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 Thrive Wealth Management, LLC reported owning IBKR?

Thrive Wealth Management, LLC reported IBKR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for IBKR was 0.09% in 2025 Q3.

What is the latest reported IBKR position on this page?

The most recent filing on this page is 2026 Q1, when Thrive Wealth Management, LLC reported 8,432 shares, equal to 0.08% of portfolio, with an estimated market value of $566K.

What does the chart on this IBKR ownership page compare?

The chart compares Thrive 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.

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