Position in CME
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,515,032
-$1,109,503 QoQ
Shares Held
11,389
-7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#668
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $9,123,974 across 9 Financial Data & Stock Exchanges names. CME ranks #1 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
11,389 | $2,515,032 | |
| 2 | SPGI |
S&P Global Inc.
|
5,874 | $2,263,143 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
11,083 | $1,364,428 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
10,300 | $811,846 | |
| 5 | COIN |
Coinbase Global, Inc.
|
5,335 | $779,923 | |
| 6 | MCO |
Moodys Corp /De/
|
964 | $436,614 | |
| 7 | MSCI |
MSCI Inc.
|
770 | $431,230 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,256 | $304,793 |
All Filings in CME
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,515,032 | 11,389 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,624,535 | 12,272 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $404,704 | 1,482 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,208,803 | 8,175 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,677,372 | 9,714 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $2,762,730 | 10,414 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $2,355,741 | 10,144 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,225,917 | 10,088 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,905,054 | 9,690 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $2,159,573 | 10,031 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $2,654,823 | 12,606 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,356,989 | 11,772 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,758,587 | 9,491 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,384,306 | 7,228 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $448,314 | 2,666 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $477,896 | 2,698 | Shares | Sole | 2022-11-07 | |
| 2021-06-30 | $477,466 | 2,245 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $530,589 | 2,598 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $443,109 | 2,434 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $466,857 | 2,700 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||