Position in CME
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,433,285
-$935,362 QoQ
Shares Held
74,416
+26.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#292
of 1,680 holders
Holding Since
Jun 2023
13 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, 2026Bogart Wealth, LLC holds $30,792,849 across 9 Financial Data & Stock Exchanges names. CME ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
74,416 | $16,433,285 | |
| 2 | SPGI |
S&P Global Inc.
|
38,781 | $14,136,583 | |
| 3 | COIN |
Coinbase Global, Inc.
|
636 | $92,976 | |
| 4 | MCO |
Moodys Corp /De/
|
69 | $31,251 | |
| 5 | MSCI |
MSCI Inc.
|
48 | $26,881 | |
| 6 | FDS |
Factset Research Systems Inc
|
107 | $24,618 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
258 | $20,335 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
128 | $15,758 |
All Filings in CME
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,433,285 | 74,416 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,368,647 | 58,807 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,667,145 | 57,372 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $15,545,111 | 57,534 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $16,170,349 | 58,669 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,287,866 | 57,627 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,027,603 | 64,710 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $14,398,736 | 65,256 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,584,851 | 58,926 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,544,087 | 58,266 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,253,624 | 39,191 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,101,504 | 30,474 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,553,882 | 29,974 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||