Position in CBOE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$829,446
-$227,377 QoQ
Shares Held
3,418
-9.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#514
of 977 holders
Holding Since
Mar 2025
6 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, 2026Everhart Financial Group, Inc. holds $3,713,977 across 6 Financial Data & Stock Exchanges names. CBOE ranks #1 (22.3% 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 | $829,446 | 3,418 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,056,823 | 3,760 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $824,284 | 3,284 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $753,408 | 3,072 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $596,551 | 2,558 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $309,791 | 1,369 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||