Perigon Wealth Management, LLC
Position in CBOE — Cboe Global Markets, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in CBOE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$379,050
-$90,336 QoQ
Shares Held
1,562
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#655
of 977 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $39,450,943 across 9 Financial Data & Stock Exchanges names. CBOE ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
46,339 | $20,987,859 | |
| 2 | CME |
Cme Group Inc.
|
42,609 | $9,409,345 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
34,594 | $4,258,867 | |
| 4 | SPGI |
S&P Global Inc.
|
4,929 | $1,899,053 | |
| 5 | COIN |
Coinbase Global, Inc.
|
9,542 | $1,394,944 | |
| 6 | MSCI |
MSCI Inc.
|
760 | $425,630 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,807 | $415,754 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
This page
|
1,562 | $379,050 |
All Filings in CBOE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,050 | 1,562 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $469,386 | 1,670 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $378,257 | 1,507 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $364,196 | 1,485 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $327,893 | 1,406 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $314,316 | 1,389 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $269,456 | 1,379 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $281,901 | 1,376 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $230,431 | 1,355 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $241,788 | 1,316 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $245,520 | 1,375 | Shares | Sole | 2024-01-29 | |
| 2020-12-31 | $94,703 | 1,017 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||