Position in CBOE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$206,586
-$799,659 QoQ
Shares Held
735
-87.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
3 quarters on record
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $2,295,617 across 5 Financial Data & Stock Exchanges names.
All Filings in CBOE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,586 | 735 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | $1,006,245 | 5,917 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,026,499 | 5,587 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||