Position in CME
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,115,109
-$693,078 QoQ
Shares Held
9,578
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#710
of 1,687 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Modera Wealth Management, LLC holds $8,389,997 across 3 Financial Data & Stock Exchanges names. CME ranks #2 (25.2% of the industry book) .
All Filings in CME
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,115,109 | 9,578 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,808,187 | 9,508 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,426,588 | 8,886 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,155,575 | 7,978 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,217,362 | 8,045 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,635,512 | 6,165 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,118,651 | 4,817 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,038,599 | 4,707 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $897,675 | 4,566 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $979,784 | 4,551 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $950,648 | 4,514 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,019,320 | 5,091 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $889,021 | 4,798 | Shares | Sole | 2023-08-07 | |
| 2022-03-31 | $346,562 | 1,457 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $568,408 | 2,488 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $282,334 | 1,460 | Shares | Sole | 2021-11-04 | |
| 2020-12-31 | $204,806 | 1,125 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||