Skip to main content

waypoint wealth counsel

SEC CIK
0001807909
Latest filing
Aug 4, 2026

CBOE holding history

Cboe Global Markets, Inc. in every 13F filed by waypoint wealth counsel, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBOE overviewAll 13F holders of CBOEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of CBOE by waypoint wealth counsel, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5,138−100.0%Sold outHolders
Q4 20255,138$1.29M0.5%−3,044−37.2%ReducedHolders
Q3 20258,182$2.01M0.8%−30.0%ReducedHolders
Q2 20258,185$1.91M0.9%−20.0%ReducedHolders
Q1 20258,187$1.85M1.2%00.0%UnchangedHolders
Q4 20248,187$1.60M1.0%00.0%UnchangedHolders
Q3 20248,187$1.68M1.1%+7+0.1%AddedHolders
Q2 20248,180$1.39M1.1%−30.0%ReducedHolders
Q1 20248,183$1.50M1.2%+30.0%AddedHolders
Q4 20238,180$1.46M1.2%00.0%UnchangedHolders
Q3 20238,180$1.28M1.2%00.0%UnchangedHolders
Q2 20238,180$1.13M1.0%00.0%UnchangedHolders
Q1 20238,180$1.10M0.9%00.0%UnchangedHolders
Q4 20228,180$1.03M0.8%–No prior filingHolders