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Fisher Investments · IBKR Holdings Trend

Interactive Brokers · SEC 13F

Fisher Investments Holdings of IBKR by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q41K$248,789
2025Q12K$346,727+39.4%
2025Q29K$505,944+45.9%
2025Q38K$534,258+5.6%
2025Q49K$595,563+11.5%
2026Q17K$498,337-16.3%

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Data source: SEC EDGAR Form 13F