BSW Wealth Partners

Position in CME — Cme Group Inc.

CIK 1512601 BOULDER, CO

Position in CME

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$717,476

-$239,753 QoQ

Shares Held

3,249

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#974

of 1,680 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $2,145,490 across 5 Financial Data & Stock Exchanges names. CME ranks #1 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc. This page	3,249	$717,476
2	SPGI	S&P Global Inc.	1,620	$590,661
3	CBOE	Cboe Global Markets, Inc.	1,313	$318,625
4	MCO	Moodys Corp /De/	612	$277,187
5	ICE	Intercontinental Exchange, Inc.	1,962	$241,541

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$717,476	3,249	+0.2%	Shares	Sole	2026-07-15
2026-03-31	$957,229	3,241	+11.1%	Shares	Sole	2026-04-14
2025-12-31	$796,574	2,917	+10.8%	Shares	Sole	2026-01-23
2025-09-30	$711,140	2,632	+8.7%	Shares	Sole	2025-10-15
2025-06-30	$667,276	2,421	+3.8%	Shares	Sole	2025-07-18
2025-03-31	$618,921	2,333	+4.8%	Shares	Sole	2025-04-24
2024-12-31	$516,943	2,226	+16.4%	Shares	Sole	2025-01-22
2024-09-30	$421,882	1,912	+22.3%	Shares	Sole	2024-10-29
2024-06-30	$307,482	1,564	+5.2%	Shares	Sole	2024-07-16
2024-03-31	$320,136	1,487	+24.2%	Shares	Sole	2024-04-23
2023-12-31	$252,088	1,197	+2.5%	Shares	Sole	2024-01-25
2023-09-30	$233,856	1,168	-7.1%	Shares	Sole	2023-10-27
2022-09-30	$222,652	1,257	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.