SEC 13F Intelligence

Pin Oak Investment Advisors Inc / IBKR

Pin Oak Investment Advisors Inc’s Interactive Brokers Group In Position

Does Pin Oak Investment Advisors Inc own Interactive Brokers Group In (IBKR)? Not currently — the last reported position was 14.1K shares worth $2M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2024
Shares
14.1K
% of Portfolio
+1.51%
Quarters Held
22
position exited

Position History IBKR

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $1MQ1 ’20: $1MQ2 ’20: $1MQ2 ’20Q3 ’20: $1MQ4 ’20: $1MQ1 ’21: $2MQ1 ’21Q2 ’21: $1MQ3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $937,000Q3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $1MQ2 ’23: $1MQ2 ’23Q3 ’23: $1MQ4 ’23: $1MQ1 ’24: $2MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202414.1K$2M+1.51%
Q4 202314.1K$1M+1.18%
Q3 202314.7K$1M+1.43%
Q2 202314.8K$1M+1.36%
Q1 202316.2K$1M+1.65%
Q4 202216.4K$1M+1.46%
Q3 202216.6K$1M+1.33%
Q2 202217.0K$937,000+1.15%
Q1 202217.3K$1M+1.22%
Q4 202117.9K$1M+1.44%
Q3 202120.5K$1M+1.41%
Q2 202120.5K$1M+1.37%
Q1 202120.8K$2M+1.29%
Q4 202022.3K$1M+1.12%
Q3 202023.3K$1M+1.09%
Q2 202024.3K$1M+0.94%
Q1 202026.3K$1M+1.19%
Q4 201930.0K$1M+1.12%
Q3 201930.7K$2M+1.35%
Q2 201929.2K$2M+1.23%
Q1 201931.1K$2M+1.29%
Q4 201831.3K$2M+1.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pin Oak Investment Advisors Inc’s full portfolio or all institutional holders of IBKR.