Position in CBOE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$230,536
-$36,480 QoQ
Shares Held
950
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#735
of 977 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $8,178,904 across 5 Financial Data & Stock Exchanges names. CBOE ranks #5 (2.8% of the industry book) .
All Filings in CBOE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,536 | 950 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $267,016 | 950 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $238,450 | 950 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $232,987 | 950 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $221,549 | 950 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $214,975 | 950 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||