Blue Zone Wealth Advisors, LLC
Position in CBOE — Cboe Global Markets, Inc.
CIK 1803106
LOS ANGELES, CA
Position in CBOE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,343,151
-$1,054,330 QoQ
Shares Held
26,139
-0.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#235
of 977 holders
Holding Since
Sep 2025
4 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, 2026Blue Zone Wealth Advisors, LLC holds $18,102,307 across 3 Financial Data & Stock Exchanges names. CBOE ranks #2 (35.0% of the industry book) .
All Filings in CBOE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,343,151 | 26,139 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,397,481 | 26,319 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,536,542 | 26,042 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,251,177 | 25,489 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||