Question 1

Does Axxcess Wealth Management own IBKR stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Axxcess Wealth Management holds 6,723 shares of IBKR (Interactive Brokers Group), worth $574,281.

Question 2

How many shares of IBKR does Axxcess Wealth Management own?

Accepted Answer

As of its Q3 2026 13F, Axxcess Wealth Management holds 6,723 shares of IBKR (Interactive Brokers Group).

Question 3

What is Axxcess Wealth Management's IBKR position worth?

Accepted Answer

As of its Q3 2026 13F, Axxcess Wealth Management's IBKR position is worth $574,281.

Question 4

Is Axxcess Wealth Management buying or selling IBKR?

Accepted Answer

In Q3 2026, Axxcess Wealth Management reduced its IBKR position by 5,457 shares (-44.8%).

Question 5

When did Axxcess Wealth Management first buy IBKR?

Accepted Answer

Axxcess Wealth Management already held IBKR in its Q4 2021 13F, the earliest on record, and has listed it in 19 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	6,723	-44.8%	$574,281	0.0%	$85.42	0
2026-Q2	Increased	12,180	+19.2%	$1.1M	0.0%	$86.96	30
2026-Q1	Increased	10,215	+46.9%	$685,131	0.0%	$66.94	34
2025-Q4	Decreased	6,954	-35.2%	$447,184	0.0%	$64.12	0
2025-Q3	Increased	10,727	+34.9%	$738,134	0.0%	$68.52	32
2025-Q2	Decreased	7,953	-12.9%	$440,693	0.0%	$55.11	0
2025-Q1	Decreased	2,283	-7.1%	$378,089	0.0%	$41.11	0
2024-Q4	Decreased	2,458	-1.9%	$434,297	0.0%	$43.80	0
2024-Q3	Decreased	2,505	-1.2%	$349,123	0.0%	$34.51	0