Question 1

How many shares of IBKR does AXXCESS WEALTH MANAGEMENT, LLC own?

Accepted Answer

As of 2026-Q2, AXXCESS WEALTH MANAGEMENT, LLC holds 12,180 shares of IBKR (INTERACTIVE BROKERS GRO-CL A).

Question 2

What is AXXCESS WEALTH MANAGEMENT, LLC's IBKR position worth?

Accepted Answer

As of 2026-Q2, AXXCESS WEALTH MANAGEMENT, LLC's IBKR position is worth $1.1M.

Question 3

Is AXXCESS WEALTH MANAGEMENT, LLC buying or selling IBKR?

Accepted Answer

In 2026-Q2, AXXCESS WEALTH MANAGEMENT, LLC increased their IBKR position (+19.2% change in shares).

Question 4

When did AXXCESS WEALTH MANAGEMENT, LLC first buy IBKR?

Accepted Answer

Based on available 13F filings, AXXCESS WEALTH MANAGEMENT, LLC first reported a position in IBKR in 2024-Q3. They have held the position across 19 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	12,180	+19.2%	$1.1M	0.0%	$87.04	30
2026-Q1	Increased	10,215	+46.9%	$685,131	0.0%	$69.40	34
2025-Q4	Decreased	6,954	-35.2%	$447,184	0.0%	$65.00	0
2025-Q3	Increased	10,727	+34.9%	$738,134	0.0%	$68.72	32
2025-Q2	Increased	7,953	+248.4%	$440,693	0.0%	$53.82	39
2025-Q1	Decreased	2,283	-7.1%	$378,089	0.0%	$41.01	0
2024-Q4	Decreased	2,458	-1.9%	$434,297	0.0%	$44.50	0
2024-Q3	Decreased	2,505	-1.2%	$349,123	0.0%	$34.16	0