IBKR β€” INTERACTIVE BROKERS GROUP, INC.

Ownership history in WINMILL & CO. INC  Β·  9 quarters on record

AI Ownership Summary

WINMILL & CO. INC reported INTERACTIVE BROKERS GROUP, INC. (IBKR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.61% in 2025 Q4. The latest visible filing shows IBKR at 5.61% 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 WINMILL & 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 5.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.61% in 2025 Q4

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 WINMILL & CO. INC held IBKR β€” position size vs. price
% of Fund (quarterly)    IBKR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 327,200 β€” 0% 5.61% $21.0M 2026-02-14 (Est.) $74.67
2025 Q3 UNCHANGED 327,200 β€” 0% 5.46% $22.5M 2025-11-13 $66.89
2025 Q2 ADDED 327,200 +245,400 +300.0% 5.04% $18.1M 2025-08-01 $63.38
2025 Q1 UNCHANGED 81,800 β€” 0% 4.12% $13.5M 2025-05-14 $50.62
2024 Q4 UNCHANGED 81,800 β€” 0% 4.68% $14.5M 2025-02-13 $58.34
2024 Q3 UNCHANGED 81,800 β€” 0% 3.84% $11.4M 2024-11-13 $44.32
2024 Q2 UNCHANGED 81,800 β€” 0% 3.42% $10.0M 2024-08-13 $29.11
2024 Q1 UNCHANGED 81,800 β€” 0% 2.60% $9.1M 2024-05-14 $30.10
2023 Q4 INITIATED 81,800 β€” β€” 2.17% $6.8M 2024-02-13 $24.93

🏒 Other funds also holding IBKR

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.0% Aspect Partners, LLC 0.0%

FAQ About WINMILL & 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 WINMILL & CO. INC reported owning IBKR?

WINMILL & CO. INC reported IBKR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBKR position in WINMILL & CO. INC's portfolio?

The largest reported portfolio weight for IBKR was 5.61% in 2025 Q4.

What is the latest reported IBKR position on this page?

The most recent filing on this page is 2025 Q4, when WINMILL & CO. INC reported 327,200 shares, equal to 5.61% of portfolio, with an estimated market value of $21.0M.

What does the chart on this IBKR ownership page compare?

The chart compares WINMILL & 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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