Position in CBOE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$62,397
-$41,768 QoQ
Shares Held
222
-46.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $70,161 across 6 Financial Data & Stock Exchanges names.
All Filings in CBOE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,397 | 222 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $104,165 | 415 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||