Position in CBOE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,273,461
-$2,781,161 QoQ
Shares Held
21,731
-24.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#36
of 248 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Vest Financial, LLC holds $96,546,151 across 3 Financial Data & Stock Exchanges names. CBOE ranks #3 (5.5% of the industry book) .
All Filings in CBOE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,273,461 | 21,731 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $8,054,622 | 28,657 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,757,422 | 26,922 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $6,113,837 | 24,929 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,624,321 | 19,829 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $3,714,097 | 16,413 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||