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XY Planning Network, Inc.

Position in CBOE — Cboe Global Markets, Inc.

CIK 1873438 BOZEMAN, MT

Position in CBOE

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$895,937
-$243,520 QoQ
Shares Held
3,692
-8.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#500
of 977 holders
Holding Since
Jun 2025
5 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, 2026

XY Planning Network, Inc. holds $3,041,300 across 2 Financial Data & Stock Exchanges names. CBOE ranks #2 (29.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CBOE
Cboe Global Markets, Inc.
This page
3,692 $895,937

All Filings in CBOE

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $895,937 3,692
2026-03-31 $1,139,457 4,054
2025-12-31 $1,111,428 4,428
2025-09-30 $1,162,485 4,740
2025-06-30 $1,105,415 4,740