Position in CBOE
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$208,272
+$12,994 QoQ
Shares Held
741
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $872,633 across 3 Financial Data & Stock Exchanges names.
All Filings in CBOE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,272 | 741 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $195,278 | 778 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||