Compound Planning, Inc.

Position in CBOE — Cboe Global Markets, Inc.

CIK 1978879 NEW YORK, NY

Position in CBOE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$714,662

-$60,247 QoQ

Shares Held

2,945

+6.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#537

of 977 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $41,375,359 across 9 Financial Data & Stock Exchanges names. CBOE ranks #6 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	244,939	$35,807,631
2	MCO	Moodys Corp /De/	2,443	$1,106,483
3	SPGI	S&P Global Inc.	2,790	$1,075,165
4	CME	Cme Group Inc.	4,201	$927,706
5	MSCI	MSCI Inc.	1,308	$732,532
6	CBOE	Cboe Global Markets, Inc. This page	2,945	$714,662
7	ICE	Intercontinental Exchange, Inc.	4,393	$540,821
8	NDAQ	Nasdaq, Inc.	3,174	$250,174

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$714,662	2,945	+6.8%	Shares	Sole	2026-08-04
2026-03-31	$774,909	2,757	+2.9%	Shares	Other	2026-05-14
2025-12-31	$672,178	2,678	+40.6%	Shares	Sole	2026-02-19
2025-09-30	$467,201	1,905	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$444,031	1,904	+6.7%	Shares	Sole	2025-08-14
2025-03-31	$403,701	1,784	+10.1%	Shares	Sole	2025-05-14
2024-12-31	$316,743	1,621	+8.3%	Shares	Sole	2025-01-17
2024-09-30	$306,690	1,497	-4.5%	Shares	Sole	2024-10-08
2024-06-30	$266,484	1,567	-1.9%	Shares	Sole	2024-07-26
2024-03-31	$293,600	1,598	+1.8%	Shares	Sole	2024-05-07
2023-12-31	$280,160	1,569	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.