Position in CBOE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,663,545
-$442,559 QoQ
Shares Held
10,976
-0.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#346
of 977 holders
Holding Since
Dec 2021
19 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, 2026Marion Wealth Management holds $2,903,585 across 2 Financial Data & Stock Exchanges names. CBOE ranks #1 (91.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
This page
|
10,976 | $2,663,545 | |
| 2 | SPGI |
S&P Global Inc.
|
659 | $240,040 |
All Filings in CBOE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,663,545 | 10,976 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,106,104 | 11,051 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,726,864 | 10,864 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,658,019 | 10,838 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,519,600 | 10,804 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,442,574 | 10,794 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,165,227 | 11,081 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,230,419 | 10,887 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,799,574 | 10,582 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,895,174 | 10,315 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $1,828,275 | 10,239 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,885,454 | 12,070 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,672,681 | 12,120 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,614,370 | 12,026 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,452,315 | 11,575 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,196,704 | 10,196 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,089,114 | 9,622 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,286,767 | 11,246 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,447,440 | 11,100 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||