Position in CME
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$473,680
-$244,611 QoQ
Shares Held
2,145
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,100
of 1,680 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $1,750,637 across 4 Financial Data & Stock Exchanges names. CME ranks #2 (27.1% of the industry book) .
All Filings in CME
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,680 | 2,145 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $718,291 | 2,432 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,309,964 | 4,797 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,118,046 | 4,138 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,057,002 | 3,835 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $694,599 | 2,991 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $644,077 | 2,919 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $624,401 | 3,176 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $770,092 | 3,577 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $763,425 | 3,625 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $716,186 | 3,577 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $615,348 | 3,321 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $437,623 | 2,285 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $512,047 | 3,045 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $803,993 | 4,539 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $702,121 | 3,430 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $806,107 | 3,389 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,370,760 | 6,000 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,116,769 | 5,775 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,644,441 | 7,732 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $957,634 | 4,689 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $896,049 | 4,922 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $874,193 | 5,225 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,523,486 | 9,373 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,664,258 | 9,625 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||