Position in CME
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,971,128
-$639,766 QoQ
Shares Held
8,926
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#727
of 1,680 holders
Holding Since
Jun 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, 2026Smith Salley Wealth Management holds $22,605,629 across 4 Financial Data & Stock Exchanges names. CME ranks #3 (8.7% 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 | $1,971,128 | 8,926 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,610,894 | 8,840 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,338,657 | 8,564 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,255,546 | 8,348 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,268,628 | 8,231 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,127,625 | 8,020 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,863,877 | 8,026 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,770,716 | 8,025 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,530,531 | 7,785 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,671,942 | 7,766 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,328,183 | 11,055 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $2,275,900 | 11,367 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $2,152,698 | 11,618 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $2,170,112 | 11,331 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,861,866 | 11,072 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,961,183 | 11,072 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,248,834 | 10,986 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $2,434,496 | 10,235 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $2,305,846 | 10,093 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $1,959,906 | 10,135 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,064,697 | 9,708 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $1,977,354 | 9,682 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,711,452 | 9,401 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,604,669 | 9,591 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,546,405 | 9,514 | Shares | Other | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||