Regent Peak Wealth Advisors LLC

Position in CME — Cme Group Inc.

CIK 1803329 ATLANTA, GA

Position in CME

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$277,362

-$161,823 QoQ

Shares Held

1,256

-15.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,275

of 1,679 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $939,858 across 3 Financial Data & Stock Exchanges names. CME ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,099	$400,709
2	CME	Cme Group Inc. This page	1,256	$277,362
3	MCO	Moodys Corp /De/	578	$261,787

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,362	1,256	-15.5%	Shares	Sole	2026-07-10
2026-03-31	$439,185	1,487	+4.9%	Shares	Sole	2026-04-14
2025-12-31	$387,227	1,418	-4.3%	Shares	Sole	2026-01-08
2025-09-30	$400,151	1,481	+5.7%	Shares	Sole	2025-10-16
2025-03-31	$371,671	1,401	-3.0%	Shares	Sole	2025-04-14
2024-12-31	$335,572	1,445	+0.7%	Shares	Sole	2025-01-07
2024-09-30	$316,632	1,435	+0.6%	Shares	Sole	2024-10-16
2024-06-30	$280,548	1,427	-5.9%	Shares	Sole	2024-08-14
2024-03-31	$326,379	1,516	-9.7%	Shares	Sole	2024-05-01
2023-12-31	$353,597	1,679	+1.7%	Shares	Sole	2024-01-23
2023-09-30	$330,563	1,651	+1.2%	Shares	Sole	2023-11-03
2023-06-30	$302,393	1,632	+3.4%	Shares	Sole	2023-07-19
2023-03-31	$302,410	1,579	+1.0%	Shares	Sole	2023-04-24
2022-12-31	$263,002	1,564	-1.3%	Shares	Sole	2023-02-08
2022-09-30	$280,751	1,585	+1.6%	Shares	Sole	2022-11-14
2022-06-30	$319,332	1,560	-1.9%	Shares	Sole	2022-08-11
2022-03-31	$378,435	1,591	+2.8%	Shares	Sole	2022-05-03
2021-12-31	$353,427	1,547	+3.5%	Shares	Sole	2022-02-11
2021-09-30	$289,103	1,495	-2.1%	Shares	Sole	2021-11-08
2021-06-30	$324,762	1,527	+1.8%	Shares	Sole	2021-08-16
2021-03-31	$306,345	1,500	+3.5%	Shares	Sole	2021-04-28
2020-12-31	$263,790	1,449	-4.2%	Shares	Sole	2021-02-12
2020-09-30	$252,972	1,512	-0.9%	Shares	Sole	2020-11-04
2020-06-30	$248,036	1,526	-14.6%	Shares	Sole	2020-08-05
2020-03-31	$308,990	1,787	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.