Wilmington Savings Fund Society, FSB IBKR — INTERACTIVE BROKERS GRP CL A COMMON STOCK

Ownership history in Wilmington Savings Fund Society, FSB  ·  8 quarters on record

AI Ownership Summary

Wilmington Savings Fund Society, FSB reported INTERACTIVE BROKERS GRP CL A COMMON STOCK (IBKR) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows IBKR at 0.00% 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 Wilmington Savings Fund Society, FSB's position in INTERACTIVE BROKERS GRP CL A COMMON STOCK, 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 Q2

IBKR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Q3 to 2026 Q2

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 Wilmington Savings Fund Society, FSB 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 452 — 0% 0.00% $39K 2026-07-28 $90.83
2026 Q1 REDUCED 61.3% +31.6% ❌ 452 -715 -61.3% 0.00% $30K 2026-04-30 $79.35
2025 Q3 ADDED — — — 1,167 +318 +37.5% 0.00% $80K 2025-11-14 (Est.) $65.75
2025 Q2 ADDED — — — 849 +533 +168.7% 0.00% $47K 2025-07-28 $65.03
2025 Q1 REDUCED 6.2% +34.0% ❌ 316 -21 -6.2% 0.00% $52K 2025-05-08 $45.80
2024 Q4 ADDED — — — 337 +171 +103.0% 0.00% $60K 2025-01-28 $51.51
2024 Q3 REDUCED 38.7% +28.6% ❌ 166 -105 -38.7% 0.00% $23K 2024-11-25 $47.29
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wilmington Savings Fund Society, FSB and IBKR

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

How long has Wilmington Savings Fund Society, FSB reported owning IBKR?

Wilmington Savings Fund Society, FSB reported IBKR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IBKR position in Wilmington Savings Fund Society, FSB's portfolio?

The largest reported portfolio weight for IBKR was 0.00% in 2025 Q3.

What is the latest reported IBKR position on this page?

The most recent filing on this page is 2026 Q2, when Wilmington Savings Fund Society, FSB reported 452 shares, equal to 0.00% of portfolio, with an estimated market value of $39K.

What does the chart on this IBKR ownership page compare?

The chart compares Wilmington Savings Fund Society, FSB'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 Wilmington Savings Fund Society, FSB time their IBKR position?

Based on 13F filing dates vs. subsequent IBKR price moves, Wilmington Savings Fund Society, FSB correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on IBKR relative to SPY over the holding period was +863.5%.

← Back to Wilmington Savings Fund Society, FSB Holdings