Summit Financial, LLC

Position in CBOE — Cboe Global Markets, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in CBOE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,479,903

+$6,743,125 QoQ

Shares Held

39,065

+301.2% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#183

of 977 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $23,691,535 across 8 Financial Data & Stock Exchanges names. CBOE ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc. This page	39,065	$9,479,903
2	SPGI	S&P Global Inc.	17,004	$6,551,591
3	COIN	Coinbase Global, Inc.	23,394	$3,419,968
4	MCO	Moodys Corp /De/	3,088	$1,398,616
5	MSCI	MSCI Inc.	1,826	$1,022,633
6	CME	Cme Group Inc.	3,527	$778,867
7	ICE	Intercontinental Exchange, Inc.	6,236	$767,713
8	NDAQ	Nasdaq, Inc.	3,454	$272,244

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,479,903	39,065	+301.2%	Shares	Sole	2026-08-12
2026-03-31	$2,736,778	9,737	-3.1%	Shares	Sole	2026-05-15
2025-12-31	$2,521,295	10,045	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$2,468,686	10,066	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$2,340,495	10,036	-8.1%	Shares	Sole	2025-08-13
2025-03-31	$2,470,181	10,916	+0.1%	Shares	Sole	2025-05-14
2024-12-31	$2,131,423	10,908	+0.4%	Shares	Sole	2025-02-12
2024-09-30	$2,224,888	10,860	-14.3%	Shares	Sole	2024-11-12
2024-06-30	$2,154,320	12,668	+5.0%	Shares	Sole	2024-07-31
2024-03-31	$2,216,151	12,062	+26.7%	Shares	Sole	2024-04-24
2023-12-31	$1,700,069	9,521	-2.7%	Shares	Sole	2024-02-06
2023-09-30	$1,529,139	9,789	+6.8%	Shares	Sole	2023-11-07
2023-06-30	$1,264,585	9,163	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.