Position in CBOE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$327,604
-$148,809 QoQ
Shares Held
1,350
-20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#683
of 977 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $2,687,878 across 6 Financial Data & Stock Exchanges names. CBOE ranks #4 (12.2% of the industry book) .
All Filings in CBOE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,604 | 1,350 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $476,413 | 1,695 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $392,062 | 1,562 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $358,310 | 1,461 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $326,260 | 1,399 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $337,624 | 1,492 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $246,399 | 1,261 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $270,018 | 1,318 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $225,669 | 1,327 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||