Position in CBOE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$882,104
-$93,489 QoQ
Shares Held
3,635
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#503
of 977 holders
Holding Since
Dec 2023
11 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, 2026Horizon Family Wealth, Inc. holds $882,104 across 1 Financial Data & Stock Exchanges name. CBOE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
This page
|
3,635 | $882,104 |
All Filings in CBOE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,104 | 3,635 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $975,593 | 3,471 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $755,259 | 3,009 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $735,749 | 3,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $697,531 | 2,991 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $674,569 | 2,981 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $509,016 | 2,605 | Shares | Other | 2025-02-11 | |
| 2024-09-30 | $515,247 | 2,515 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $224,138 | 1,318 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $241,420 | 1,314 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $231,413 | 1,296 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||