Position in CBOE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,426
-$71,214 QoQ
Shares Held
10
-96.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#926
of 977 holders
Holding Since
Jun 2021
6 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, 2026Ascentis Independent Advisors holds $33,366 across 4 Financial Data & Stock Exchanges names. CBOE ranks #4 (7.3% of the industry book) .
All Filings in CBOE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,426 | 10 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $73,640 | 262 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $87,249 | 426 | Shares | Sole | 2024-10-29 | |
| 2021-12-31 | $653,173 | 5,009 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $641,966 | 5,183 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $626,322 | 5,261 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||