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Stack Financial Management, Inc: CBOE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on CBOE, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 102,087 CBOE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,087 shares
    Change vs previous 13F -695 shares

    1.93% of the 13F portfolio, value $24,773,453.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 102,782 shares
    Change vs previous 13F -861 shares

    2.12% of the 13F portfolio, value $28,888,937.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 103,643 shares
    Change vs previous 13F -1,447 shares

    1.98% of the 13F portfolio, value $26,014,393.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 105,090 shares
    Change vs previous 13F -1,486 shares

    2.14% of the 13F portfolio, value $25,773,323.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 106,576 shares
    Change vs previous 13F -1,687 shares

    2.2% of the 13F portfolio, value $24,854,589.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 108,263 shares
    Change vs previous 13F -693 shares

    2.04% of the 13F portfolio, value $24,498,835.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 108,956 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $21,290,003.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).