Position in CME
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$422,941
+$33,529 QoQ
Shares Held
1,432
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Opes Wealth Management LLC holds $1,900,469 across 3 Financial Data & Stock Exchanges names. CME ranks #3 (22.3% of the industry book) .
All Filings in CME
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,941 | 1,432 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $389,412 | 1,426 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $384,750 | 1,424 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $389,451 | 1,413 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $374,854 | 1,413 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||