Position in CBOE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$274,043
+$21,286 QoQ
Shares Held
975
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $2,836,502 across 4 Financial Data & Stock Exchanges names.
All Filings in CBOE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,043 | 975 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $252,757 | 1,007 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $236,421 | 964 | Shares | Defined | 2025-11-07 | |
| 2025-03-31 | $236,473 | 1,045 | Shares | Defined | 2025-05-05 | |
| 2024-09-30 | $223,308 | 1,090 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $204,242 | 1,201 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $213,494 | 1,162 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $212,486 | 1,190 | Shares | Defined | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||