Wellington Management · IBKR Holdings Trend
Interactive Brokers · SEC 13F
Wellington Management Holdings of IBKR by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 40K | $5M | — |
| 2024Q2 | 51K | $6M | +37.7% |
| 2024Q3 | 18K | $2M | -59.9% |
| 2024Q4 | 1.5M | $264M | +10484.6% |
| 2025Q1 | 984K | $163M | -38.3% |
| 2025Q2 | 9.3M | $514M | +215.4% |
| 2025Q3 | 10.9M | $750M | +46.0% |
| 2025Q4 | 8.3M | $533M | -29.0% |
| 2026Q1 | 9.8M | $656M | +23.1% |
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Data source: SEC EDGAR Form 13F