Position in CBOE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,520,656
-$558,231 QoQ
Shares Held
14,508
-0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#319
of 977 holders
Holding Since
Jun 2022
17 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, 2026Forum Financial Management, LP holds $4,579,977 across 2 Financial Data & Stock Exchanges names. CBOE ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
This page
|
14,508 | $3,520,656 | |
| 2 | CME |
Cme Group Inc.
|
4,797 | $1,059,321 |
All Filings in CBOE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,520,656 | 14,508 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,078,887 | 14,512 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,181,158 | 16,658 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,185,436 | 17,066 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,839,802 | 16,465 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,776,785 | 56,462 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,032,674 | 56,462 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $11,567,369 | 56,462 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $333,147 | 1,959 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $359,375 | 1,956 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $348,370 | 1,951 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $304,765 | 1,951 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $269,257 | 1,951 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $261,902 | 1,951 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $244,791 | 1,951 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $228,988 | 1,951 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $235,887 | 2,084 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||