FORTEM FINANCIAL GROUP, LLC

Position in CBOE — Cboe Global Markets, Inc.

CIK 1766509 PALM DESERT, CA

Position in CBOE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$580,951

-$77,877 QoQ

Shares Held

2,394

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#579

of 977 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $4,448,595 across 3 Financial Data & Stock Exchanges names. CBOE ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDAQ	Nasdaq, Inc.	28,817	$2,271,355
2	SPGI	S&P Global Inc.	4,379	$1,596,289
3	CBOE	Cboe Global Markets, Inc. This page	2,394	$580,951

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$580,951	2,394	+2.1%	Shares	Sole	2026-07-20
2026-03-31	$658,828	2,344	-8.5%	Shares	Sole	2026-04-16
2025-12-31	$642,811	2,561	-2.1%	Shares	Sole	2026-02-04
2025-09-30	$641,574	2,616	-13.9%	Shares	Sole	2025-11-04
2025-06-30	$708,958	3,040	-39.5%	Shares	Sole	2025-08-12
2025-03-31	$1,137,107	5,025	-17.9%	Shares	Sole	2025-05-01
2024-12-31	$1,195,652	6,119	+1.6%	Shares	Sole	2025-01-06
2024-09-30	$1,233,317	6,020	-46.5%	Shares	Sole	2024-11-18
2024-06-30	$1,912,324	11,245	+1.8%	Shares	Sole	2024-08-02
2024-03-31	$2,028,746	11,042	+6.5%	Shares	Sole	2024-05-01
2023-12-31	$1,851,310	10,368	-2.2%	Shares	Sole	2024-02-13
2023-09-30	$1,655,826	10,600	+1.8%	Shares	Sole	2023-10-10
2023-06-30	$1,437,374	10,415	+1.6%	Shares	Sole	2023-07-18
2023-03-31	$1,376,228	10,252	-7.3%	Shares	Sole	2023-04-21
2022-12-31	$1,387,572	11,059	-1.1%	Shares	Sole	2023-01-17
2022-09-30	$1,311,961	11,178	+0.9%	Shares	Sole	2022-11-01
2022-06-30	$1,253,352	11,073	-49.5%	Shares	Sole	2022-07-25
2022-03-31	$2,509,116	21,929	—	Shares	Sole	2022-04-27
No filing history on record for this holder in this stock.