Position in CME
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$204,930
-$133,836 QoQ
Shares Held
928
-19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,374
of 1,680 holders
Holding Since
Mar 2020
20 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,574,427 across 11 Financial Data & Stock Exchanges names. CME ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,001 | $770,943 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
3,943 | $485,422 | |
| 3 | MCO |
Moodys Corp /De/
|
1,051 | $476,018 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
869 | $210,880 | |
| 5 | CME |
Cme Group Inc.
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|
928 | $204,930 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,432 | $191,690 | |
| 7 | MSCI |
MSCI Inc.
|
325 | $182,013 | |
| 8 | COIN |
Coinbase Global, Inc.
|
151 | $22,074 |
All Filings in CME
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,930 | 928 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $338,766 | 1,147 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $303,938 | 1,113 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $300,451 | 1,112 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $305,662 | 1,109 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $330,092 | 1,496 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $311,807 | 1,586 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $354,582 | 1,647 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $348,753 | 1,656 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $333,766 | 1,667 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $288,496 | 1,557 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $339,372 | 1,772 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $210,252 | 1,187 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $379,923 | 1,856 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $343,945 | 1,446 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $260,215 | 1,139 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $228,418 | 1,074 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $203,616 | 997 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $162,388 | 892 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $219,595 | 1,270 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||